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 ISHARES TR (EFV). 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 | 52,631 | -1,314 | -2.4% | 1.12% | $3.8M | $71.41 |
| 2025 Q3 | REDUCED | 53,945 | -2,317 | -4.1% | 1.13% | $3.7M | $66.32 |
| 2025 Q2 | REDUCED | 56,262 | -1,767 | -3.0% | 1.20% | $3.6M | $62.07 |
| 2025 Q1 | REDUCED | 58,029 | -4,675 | -7.5% | 1.29% | $3.4M | $56.40 |
| 2024 Q4 | REDUCED | 62,704 | -2,551 | -3.9% | 1.27% | $3.3M | $50.21 |
| 2024 Q3 | REDUCED | 65,255 | -4,994 | -7.1% | 1.42% | $3.8M | $54.12 |
| 2024 Q2 | REDUCED | 70,249 | -14,851 | -17.5% | 1.53% | $3.7M | $49.90 |
| 2024 Q1 | ADDED | 85,100 | +2,802 | +3.4% | 1.84% | $4.6M | $49.76 |
| 2023 Q4 | ADDED | 82,298 | +3,477 | +4.4% | 1.86% | $4.3M | $47.66 |
| 2023 Q3 | ADDED | 78,821 | +2,477 | +3.2% | 1.80% | $3.9M | $43.94 |
As of 2025 Q4 — sorted by position size