Skip to content
Disclosery

ACG Wealth: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACG Wealth on VGSH, newest first. How the timeline and the estimate are built.

ACG Wealth held 3,920 VGSH shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 3,920 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $227,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 3,770 shares
    Change vs previous 13F +3,770 shares

    0.05% of the 13F portfolio, value $222,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -4,989 shares

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2021-09-30
    13F 4,989 shares
    Change vs previous 13F -170 shares

    0.04% of the 13F portfolio, value $306,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 5,159 shares
    Change vs previous 13F -425 shares

    0.04% of the 13F portfolio, value $317,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 5,584 shares
    Change vs previous 13F -3,214 shares

    0.05% of the 13F portfolio, value $344,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 8,798 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $542,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).