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Disclosery

Aveo Capital Partners, LLC: VUG position timeline

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

Aveo Capital Partners, LLC held 0 VUG shares at 2025-06-30 per its 13F-HR filed 2025-08-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,454 shares

    13F-HR 0001765380-25-000401 filed by Aveo Capital Partners, LLC
    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.

  2. period ended2025-03-31
    13F 15,454 shares
    Change vs previous 13F -4,956 shares

    0.99% of the 13F portfolio, value $5,944,739.

    13F-HR 0001765380-25-000216 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,410 shares
    Change vs previous 13F -551 shares

    0.92% of the 13F portfolio, value $8,377,270.

    13F-HR 0001765380-25-000024 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,961 shares
    Change vs previous 13F -486 shares

    0.85% of the 13F portfolio, value $8,047,701.

    13F-HR 0001765380-24-000442 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 21,447 shares
    Change vs previous 13F -913 shares

    0.91% of the 13F portfolio, value $8,021,470.

    13F-HR 0001765380-24-000259 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 22,360 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,579,887.

    13F-HR 0001765380-24-000185 filed by Aveo Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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