Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Vanguard (ESGV). 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 | 24,146 | +186 | +0.8% | 0.65% | $2.9M | $120.65 |
| 2025 Q3 | REDUCED | 23,960 | -2,071 | -8.0% | 0.66% | $2.8M | $117.84 |
| 2025 Q2 | REDUCED | 26,031 | -2,148 | -7.6% | 0.73% | $2.9M | $108.83 |
| 2025 Q1 | ADDED | 28,179 | +8 | +0.0% | 0.81% | $2.8M | $96.99 |
| 2024 Q4 | ADDED | 28,171 | +976 | +3.6% | 0.85% | $3.0M | $103.58 |
| 2024 Q3 | ADDED | 27,195 | +2,155 | +8.6% | 0.80% | $2.8M | $100.10 |
| 2024 Q2 | ADDED | 25,040 | +6,785 | +37.2% | 0.73% | $2.4M | $94.88 |
| 2024 Q1 | REDUCED | 18,255 | -6,481 | -26.2% | 0.64% | $2.1M | $91.23 |
| 2023 Q4 | INITIATED | 24,736 | — | — | 0.72% | $2.2M | — |
As of 2025 Q4 — sorted by position size