VANCE WEALTH, INC.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Santa Clarita, CA
CIK
0001910854
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 81 219,640 13F-HR 8/2/2023 000195175723000480 VANCE WEALTH, INC.
Q1 2023 73 186,137 13F-HR 5/10/2023 000195175723000279 VANCE WEALTH, INC.
Q4 2022 74 160,317 13F-HR 1/27/2023 000195175723000078 VANCE WEALTH, INC.
Q3 2022 65 130,110 13F-HR 10/31/2022 000195175722000002 VANCE WEALTH, INC.
Q2 2022 62 129,317 13F-HR 8/8/2022 000191085422000003 VANCE WEALTH, INC.
Q1 2022 56 79,034 13F-HR 5/13/2022 000191085422000002 VANCE WEALTH, INC.
Q4 2021 61 101,915 13F-HR 2/18/2022 000191085422000001 VANCE WEALTH, INC.