Ownership history in Walker Financial Services, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Walker Financial Services, Inc. reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 | 65,261 | -18,010 | -21.6% | 1.42% | $3.9M | $59.57 |
| 2025 Q3 | REDUCED | 83,271 | -9,370 | -10.1% | 1.94% | $5.0M | $58.92 |
| 2025 Q2 | ADDED | 92,641 | +3,354 | +3.8% | 2.52% | $5.5M | $58.14 |
| 2025 Q1 | ADDED | 89,287 | +7,979 | +9.8% | 2.78% | $5.3M | $57.19 |
| 2024 Q4 | ADDED | 81,308 | +10,894 | +15.5% | 2.74% | $4.7M | $55.49 |
| 2024 Q3 | ADDED | 70,414 | +8,648 | +14.0% | 2.88% | $4.3M | $57.09 |
| 2024 Q2 | ADDED | 61,766 | +10,916 | +21.5% | 2.81% | $3.6M | $54.51 |
| 2024 Q1 | INITIATED | 50,850 | — | — | 2.45% | $3.0M | — |
As of 2025 Q4 — sorted by position size