Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in VANGUARD S&P (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 Q4 | REDUCED | 8,413 | -2 | -0.0% | 6.03% | $5.3M | $627.13 |
| 2025 Q3 | REDUCED | 8,415 | -278 | -3.2% | 6.41% | $5.2M | $610.65 |
| 2025 Q2 | REDUCED | 8,693 | -632 | -6.8% | 8.58% | $4.9M | $564.81 |
| 2025 Q1 | REDUCED | 9,325 | -249 | -2.6% | 7.08% | $4.8M | $509.43 |
| 2024 Q4 | REDUCED | 9,574 | -509 | -5.0% | 7.50% | $5.2M | $532.26 |
| 2024 Q3 | REDUCED | 10,083 | -391 | -3.7% | 7.94% | $5.3M | $519.60 |
| 2024 Q2 | REDUCED | 10,474 | -23 | -0.2% | 8.24% | $5.2M | $490.95 |
| 2024 Q1 | ADDED | 10,497 | +57 | +0.5% | 7.91% | $5.0M | $470.20 |
| 2023 Q4 | INITIATED | 10,440 | — | — | 7.58% | $4.6M | — |
As of 2025 Q4 — sorted by position size