Ownership history in VANCE WEALTH, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 41,927 | -731 | -1.7% | 3.39% | $11.4M | $271.61 |
| 2025 Q3 | ADDED | 42,658 | +4,010 | +10.4% | 3.34% | $10.9M | $254.15 |
| 2025 Q2 | ADDED | 38,648 | +921 | +2.4% | 2.67% | $7.9M | $204.55 |
| 2025 Q1 | ADDED | 37,727 | +522 | +1.4% | 3.15% | $8.4M | $221.17 |
| 2024 Q4 | REDUCED | 37,205 | -2,385 | -6.0% | 3.60% | $9.3M | $249.06 |
| 2024 Q3 | REDUCED | 39,590 | -212 | -0.5% | 3.49% | $9.2M | $231.48 |
| 2024 Q2 | REDUCED | 39,802 | -479 | -1.2% | 3.44% | $8.4M | $209.00 |
| 2024 Q1 | ADDED | 40,281 | +196 | +0.5% | 2.75% | $6.9M | $169.93 |
| 2023 Q4 | REDUCED | 40,085 | -127 | -0.3% | 3.35% | $7.7M | $190.55 |
| 2023 Q3 | ADDED | 40,212 | +299 | +0.7% | 3.22% | $6.9M | $169.23 |
As of 2025 Q4 — sorted by position size