Ownership history in WOOSTER CORTHELL WEALTH MANAGEMENT, INC. · 34 quarters on record
This page tracks every 13F SEC filing in which WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 Q2 | REDUCED | 380,159 | -77,753 | -17.0% | 4.21% | $22.7M | $58.14 |
| 2025 Q1 | REDUCED | 457,912 | -8,555 | -1.8% | 5.57% | $27.2M | $57.19 |
| 2024 Q4 | ADDED | 466,467 | +21,397 | +4.8% | 5.89% | $27.1M | $55.49 |
| 2024 Q3 | ADDED | 445,070 | +7,748 | +1.8% | 5.73% | $26.9M | $57.09 |
| 2024 Q2 | ADDED | 437,322 | +10,630 | +2.5% | 5.76% | $25.5M | $54.51 |
| 2024 Q1 | ADDED | 426,692 | +22,483 | +5.6% | 5.72% | $25.0M | $54.31 |
| 2023 Q4 | REDUCED | 404,209 | -57,782 | -12.5% | 5.77% | $24.0M | $54.73 |
| 2023 Q3 | ADDED | 461,991 | +31,776 | +7.4% | 6.98% | $26.4M | $52.17 |
| 2023 Q2 | ADDED | 430,215 | +7,807 | +1.8% | 6.44% | $25.2M | $53.20 |
| 2023 Q1 | ADDED | 422,408 | +1,814 | +0.4% | 6.77% | $25.3M | $54.03 |
As of 2025 Q4 — sorted by position size