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Disclosery

ACG Wealth: VUG position timeline

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

ACG Wealth held 5,760 VUG 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 5,760 shares
    Change vs previous 13F +667 shares

    0.28% of the 13F portfolio, value $1,232,000.

    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 5,093 shares
    Change vs previous 13F -148 shares

    0.23% of the 13F portfolio, value $1,135,000.

    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 ended2022-03-31
    13F 5,241 shares
    Change vs previous 13F -393 shares

    0.28% of the 13F portfolio, value $1,507,000.

    13F-HR 0001569071-22-000002 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).

  4. period ended2021-12-31
    13F 5,634 shares
    Change vs previous 13F +1,789 shares

    0.26% of the 13F portfolio, value $1,808,000.

    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).

  5. period ended2021-09-30
    13F 3,845 shares
    Change vs previous 13F -870 shares

    0.15% of the 13F portfolio, value $1,116,000.

    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).

  6. period ended2021-06-30
    13F 4,715 shares
    Change vs previous 13F -337 shares

    0.17% of the 13F portfolio, value $1,352,000.

    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).

  7. period ended2021-03-31
    13F 5,052 shares
    Change vs previous 13F +195 shares

    0.17% of the 13F portfolio, value $1,299,000.

    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).

  8. period ended2020-12-31
    13F 4,857 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,231,000.

    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).