VANCE WEALTH, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Santa Clarita, CA
CIK
0001910854
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 83 230,486 DFAC, DFAX, PG, DFSV 13F-HR 2/5/2024 000195175724000210
Q3 2023 80 213,758 DFAC, DFAX, PG, DFSV 13F-HR 11/3/2023 000195175723000683
Q2 2023 81 219,640 DFAC, DFAX, PG, DFSV 13F-HR 8/2/2023 000195175723000480
Q1 2023 73 186,137 DFAC, DFAX, QQQM, DFSV 13F-HR 5/10/2023 000195175723000279
Q4 2022 74 160,317 DFAC, DFAX, NETL, QQQM 13F-HR 1/27/2023 000195175723000078
Q3 2022 65 130,110 DFAC, DFAX, NETL, QQQM 13F-HR 10/31/2022 000195175722000002
Q2 2022 62 129,317 DFAC, DFAX, NETL, QQQM 13F-HR 8/8/2022 000191085422000003
Q1 2022 56 79,034 NETL, QQQM, QQQ, AAPL 13F-HR 5/13/2022 000191085422000002
Q4 2021 61 101,915 DFAC, NETL, DFAX, QQQM 13F-HR 2/18/2022 000191085422000001