Ownership history in WEALTHSPAN PARTNERS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in VANGUARD S&P 500 ETF (VOO). 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 | 463 | — | 0% | 0.11% | $284K | $610.65 |
| 2025 Q2 | ADDED | 463 | +80 | +20.9% | 0.11% | $263K | $564.81 |
| 2024 Q4 | REDUCED | 383 | -529 | -58.0% | 0.10% | $206K | $532.26 |
| 2022 Q4 | UNCHANGED | 912 | — | 0% | 0.29% | $320K | $337.14 |
| 2022 Q3 | ADDED | 912 | +218 | +31.4% | 0.31% | $299K | $313.53 |
| 2022 Q2 | ADDED | 694 | +80 | +13.0% | 0.25% | $241K | $329.83 |
| 2022 Q1 | UNCHANGED | 614 | — | 0% | 0.23% | $255K | $393.15 |
| 2021 Q4 | INITIATED | 614 | — | — | 0.24% | $268K | $412.02 |
As of 2025 Q4 — sorted by position size