Ownership history in WealthPLAN Partners, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Vanguard Intl Equity Emerging Markets (VWO). 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 Q3 | UNCHANGED | 4,536 | — | 0% | 0.04% | $246K | $53.14 |
| 2025 Q2 | REDUCED | 4,536 | -618 | -12.0% | 0.04% | $224K | $48.26 |
| 2025 Q1 | ADDED | 5,154 | +993 | +23.9% | 0.03% | $233K | $44.03 |
| 2023 Q2 | REDUCED | 4,161 | -490 | -10.5% | 0.02% | $169K | $37.20 |
| 2023 Q1 | REDUCED | 4,651 | -568 | -10.9% | 0.02% | $188K | $36.74 |
| 2022 Q4 | REDUCED | 5,219 | -148 | -2.8% | 0.02% | $216K | $35.42 |
| 2022 Q1 | REDUCED | 5,367 | -1,784 | -24.9% | 0.02% | $233K | $40.40 |
| 2021 Q4 | REDUCED | 7,151 | -13,290 | -65.0% | 0.02% | $355K | $43.19 |
| 2021 Q3 | ADDED | 20,441 | +14,462 | +241.9% | 0.07% | $1.0M | $43.24 |
| 2021 Q2 | REDUCED | 5,979 | -13,294 | -69.0% | 0.02% | $310K | $46.53 |
As of 2025 Q4 — sorted by position size