Ownership history in WealthCollab, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WealthCollab, LLC reported a position in VANGUARD BD INDEX FDS (BIV). 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 | 73,910 | +10,459 | +16.5% | 2.35% | $5.8M | $77.36 |
| 2025 Q3 | ADDED | 63,451 | +1,641 | +2.7% | 2.27% | $5.0M | $76.51 |
| 2025 Q2 | ADDED | 61,810 | +1,153 | +1.9% | 2.67% | $4.8M | $75.01 |
| 2025 Q1 | ADDED | 60,657 | +1,688 | +2.9% | 2.87% | $4.6M | $73.51 |
| 2024 Q4 | ADDED | 58,969 | +2,620 | +4.6% | 2.81% | $4.4M | $71.28 |
| 2024 Q3 | ADDED | 56,349 | +2,376 | +4.4% | 2.89% | $4.4M | $73.80 |
| 2024 Q2 | UNCHANGED | 53,973 | — | 0% | 3.00% | $4.1M | $69.86 |
| 2024 Q1 | INITIATED | 53,973 | — | — | 3.00% | $4.1M | — |
As of 2025 Q4 — sorted by position size