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 GROWTH (VUG). 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 | 4,154 | -66 | -1.6% | 2.32% | $2.0M | $487.86 |
| 2025 Q3 | REDUCED | 4,220 | -159 | -3.6% | 2.52% | $2.0M | $479.12 |
| 2025 Q2 | REDUCED | 4,379 | -910 | -17.2% | 3.34% | $1.9M | $437.49 |
| 2025 Q1 | REDUCED | 5,289 | -551 | -9.4% | 2.90% | $2.0M | $369.62 |
| 2024 Q4 | ADDED | 5,840 | +4 | +0.1% | 3.49% | $2.4M | $408.58 |
| 2024 Q3 | ADDED | 5,836 | +6 | +0.1% | 3.34% | $2.2M | $381.70 |
| 2024 Q2 | REDUCED | 5,830 | -70 | -1.2% | 3.43% | $2.2M | $371.40 |
| 2024 Q1 | REDUCED | 5,900 | -224 | -3.7% | 3.18% | $2.0M | $341.38 |
| 2023 Q4 | INITIATED | 6,124 | — | — | 3.17% | $1.9M | — |
As of 2025 Q4 — sorted by position size