SEC 13F Intelligence

Price Wealth, LLC / VO

Price Wealth, LLC’s Vanguard Index Fds Position

Does Price Wealth, LLC own Vanguard Index Fds (VO)? Yes — 31.8K shares worth $6M (+1.57% of its 13F portfolio) as of Q3 2020, up from 31.8K shares the prior filed quarter.

Position Value
$6M
Q3 2020
Shares
31.8K
% of Portfolio
+1.57%
Quarters Held
7
currently held

Position History VO

Reported value by quarter
Q1 ’19: $124,000Q1 ’19Q2 ’19: $308,000Q2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $6MQ1 ’20Q2 ’20: $5MQ2 ’20Q3 ’20: $6MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202031.8K$6M+1.57%
Q2 202031.8K$5M+1.54%
Q1 202042.2K$6M+2.01%
Q4 201921.9K$4M+1.22%
Q3 201917.1K$3M+0.93%
Q2 20191.8K$308,000+0.10%
Q1 2019770$124,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Price Wealth, LLC’s full portfolio or all institutional holders of VO.