Ownership history in WealthShield Partners, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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 | 54,835 | +232 | +0.4% | 1.33% | $12.1M | $219.78 |
| 2025 Q3 | REDUCED | 54,603 | -1,161 | -2.1% | 1.34% | $11.8M | $214.93 |
| 2025 Q2 | ADDED | 55,764 | +623 | +1.1% | 1.38% | $11.4M | $203.03 |
| 2025 Q1 | ADDED | 55,141 | +5,549 | +11.2% | 1.37% | $10.7M | $191.61 |
| 2024 Q4 | REDUCED | 49,592 | -4,699 | -8.7% | 1.38% | $9.7M | $192.50 |
| 2024 Q3 | ADDED | 54,291 | +11,264 | +26.2% | 1.46% | $10.8M | $193.83 |
| 2024 Q2 | ADDED | 43,027 | +689 | +1.6% | 1.20% | $7.9M | $177.90 |
| 2024 Q1 | REDUCED | 42,338 | -4,359 | -9.3% | 1.25% | $7.7M | $177.09 |
| 2023 Q4 | REDUCED | 46,697 | -1,670 | -3.5% | 1.31% | $8.0M | $164.55 |
| 2023 Q3 | ADDED | 48,367 | +3,861 | +8.7% | 1.14% | $7.6M | $149.23 |
As of 2025 Q4 — sorted by position size