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 AMAZON COM INC (AMZN). 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 | ADDED | 15,020 | +169 | +1.1% | 1.03% | $3.5M | $230.82 |
| 2025 Q3 | ADDED | 14,851 | +246 | +1.7% | 1.00% | $3.3M | $219.57 |
| 2025 Q2 | ADDED | 14,605 | +1,287 | +9.7% | 1.08% | $3.2M | $219.39 |
| 2025 Q1 | ADDED | 13,318 | +517 | +4.0% | 0.95% | $2.5M | $190.26 |
| 2024 Q4 | REDUCED | 12,801 | -643 | -4.8% | 1.08% | $2.8M | $219.39 |
| 2024 Q3 | ADDED | 13,444 | +501 | +3.9% | 0.95% | $2.5M | $186.33 |
| 2024 Q2 | ADDED | 12,943 | +216 | +1.7% | 1.03% | $2.5M | $193.25 |
| 2024 Q1 | ADDED | 12,727 | +3,846 | +43.3% | 0.91% | $2.3M | $180.38 |
| 2023 Q4 | REDUCED | 8,881 | -737 | -7.7% | 0.59% | $1.3M | $151.94 |
| 2023 Q3 | ADDED | 9,618 | +96 | +1.0% | 0.57% | $1.2M | $127.12 |
As of 2025 Q4 — sorted by position size