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 TESLA INC (TSLA). 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 | 9,247 | -659 | -6.7% | 1.24% | $4.2M | $449.72 |
| 2025 Q3 | REDUCED | 9,906 | -365 | -3.6% | 1.35% | $4.4M | $444.72 |
| 2025 Q2 | ADDED | 10,271 | +372 | +3.8% | 1.10% | $3.3M | $317.66 |
| 2025 Q1 | ADDED | 9,899 | +496 | +5.3% | 0.96% | $2.6M | $259.16 |
| 2024 Q4 | REDUCED | 9,403 | -831 | -8.1% | 1.47% | $3.8M | $403.84 |
| 2024 Q3 | ADDED | 10,234 | +410 | +4.2% | 1.01% | $2.7M | $261.63 |
| 2024 Q2 | ADDED | 9,824 | +1,757 | +21.8% | 0.80% | $1.9M | $197.88 |
| 2024 Q1 | ADDED | 8,067 | +2,520 | +45.4% | 0.56% | $1.4M | $175.79 |
| 2023 Q4 | REDUCED | 5,547 | -172 | -3.0% | 0.60% | $1.4M | $248.48 |
| 2023 Q3 | ADDED | 5,719 | +91 | +1.6% | 0.67% | $1.4M | $250.22 |
As of 2025 Q4 — sorted by position size