Ownership history in VANTAGE WEALTH · 53 quarters on record
This page tracks every 13F SEC filing in which VANTAGE WEALTH 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 | 80,355 | -1,255 | -1.5% | 4.72% | $21.8M | $271.61 |
| 2025 Q3 | REDUCED | 81,610 | -1,109 | -1.3% | 4.52% | $20.8M | $254.15 |
| 2025 Q2 | REDUCED | 82,719 | -3,562 | -4.1% | 3.85% | $17.0M | $204.55 |
| 2025 Q1 | REDUCED | 86,281 | -900 | -1.0% | 4.33% | $19.2M | $221.17 |
| 2024 Q4 | REDUCED | 87,181 | -7,912 | -8.3% | 4.70% | $21.8M | $249.06 |
| 2024 Q3 | REDUCED | 95,093 | -7,297 | -7.1% | 4.79% | $22.2M | $231.48 |
| 2024 Q2 | ADDED | 102,390 | +835 | +0.8% | 4.97% | $21.6M | $209.00 |
| 2024 Q1 | ADDED | 101,555 | +9,230 | +10.0% | 4.06% | $17.4M | $169.93 |
| 2023 Q4 | ADDED | 92,325 | +5,317 | +6.1% | 3.91% | $17.8M | $190.55 |
| 2023 Q3 | ADDED | 87,008 | +277 | +0.3% | 3.73% | $14.9M | $169.23 |
As of 2025 Q4 — sorted by position size