Ownership history in WEALTH EFFECTS LLC · 13 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in VANGUARD INDEX FDS (VUG). 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 | 5,453 | -402 | -6.9% | 0.83% | $2.7M | $487.86 |
| 2025 Q3 | ADDED | 5,855 | +2 | +0.0% | 0.90% | $2.8M | $479.12 |
| 2025 Q2 | REDUCED | 5,853 | -144 | -2.4% | 0.96% | $2.6M | $437.49 |
| 2025 Q1 | ADDED | 5,997 | +39 | +0.7% | 0.93% | $2.2M | $369.62 |
| 2024 Q4 | ADDED | 5,958 | +10 | +0.2% | 0.87% | $2.4M | $408.58 |
| 2024 Q3 | ADDED | 5,948 | +49 | +0.8% | 0.80% | $2.3M | $381.70 |
| 2024 Q2 | ADDED | 5,899 | +179 | +3.1% | 0.80% | $2.2M | $371.40 |
| 2024 Q1 | ADDED | 5,720 | +124 | +2.2% | 0.73% | $2.0M | $341.38 |
| 2023 Q4 | ADDED | 5,596 | +40 | +0.7% | 0.65% | $1.7M | $307.92 |
| 2023 Q3 | ADDED | 5,556 | +132 | +2.4% | 0.75% | $1.5M | $269.20 |
As of 2025 Q4 — sorted by position size