Ownership history in WEALTH EFFECTS LLC · 15 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in VANGUARD INDEX FDS (VTI). 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 | 27,464 | +7 | +0.0% | 2.88% | $9.2M | $335.27 |
| 2025 Q3 | REDUCED | 27,457 | -1,679 | -5.8% | 2.90% | $9.0M | $327.24 |
| 2025 Q2 | ADDED | 29,136 | +100 | +0.3% | 3.31% | $8.9M | $302.23 |
| 2025 Q1 | REDUCED | 29,036 | -35 | -0.1% | 3.35% | $8.0M | $272.48 |
| 2024 Q4 | REDUCED | 29,071 | -19 | -0.1% | 2.99% | $8.4M | $286.32 |
| 2024 Q3 | ADDED | 29,090 | +2,782 | +10.6% | 2.89% | $8.2M | $278.85 |
| 2024 Q2 | REDUCED | 26,308 | -330 | -1.2% | 2.55% | $7.0M | $262.63 |
| 2024 Q1 | ADDED | 26,638 | +200 | +0.8% | 2.55% | $6.9M | $254.25 |
| 2023 Q4 | REDUCED | 26,438 | -429 | -1.6% | 2.36% | $6.3M | $231.25 |
| 2023 Q3 | ADDED | 26,867 | +501 | +1.9% | 2.82% | $5.7M | $206.18 |
As of 2025 Q4 — sorted by position size