Ownership history in WorthPointe, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in ETF SER SOLUTIONS (VIDI). 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 | 53,026 | +38,658 | +269.1% | 0.47% | $1.8M | $33.65 |
| 2023 Q4 | INITIATED | 14,368 | — | — | 0.18% | $354K | — |
As of 2025 Q4 — sorted by position size