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Disclosery

ACG Wealth: VYM position timeline

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

ACG Wealth held 35,179 VYM 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 35,179 shares
    Change vs previous 13F -180 shares

    0.76% of the 13F portfolio, value $3,338,000.

    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 35,359 shares
    Change vs previous 13F -224 shares

    0.73% of the 13F portfolio, value $3,596,000.

    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 35,583 shares
    Change vs previous 13F -6,474 shares

    0.75% of the 13F portfolio, value $3,994,000.

    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 42,057 shares
    Change vs previous 13F +8,054 shares

    0.67% of the 13F portfolio, value $4,715,000.

    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 34,003 shares
    Change vs previous 13F +278 shares

    0.46% of the 13F portfolio, value $3,514,000.

    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 33,725 shares
    Change vs previous 13F -32,401 shares

    0.45% of the 13F portfolio, value $3,533,000.

    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 66,126 shares
    Change vs previous 13F +1,566 shares

    0.89% of the 13F portfolio, value $6,685,000.

    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 64,560 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,908,000.

    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).