Bordeaux Wealth Advisors LLC: VGK position timeline

Bordeaux Wealth Advisors LLC held 109,816 VGK shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 109,816 shares

   Change vs previous 13F +3,531 shares

   1.09% of the 13F portfolio, value $8,510,734.

   13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 106,285 shares

   Change vs previous 13F -6,496 shares

   1.38% of the 13F portfolio, value $7,462,291.

   13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F/A 112,781 shares

   Change vs previous 13F -3,838 shares

   1.15% of the 13F portfolio, value $7,158,205.

   13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 116,619 shares

   Change vs previous 13F +189 shares

   1.5% of the 13F portfolio, value $8,291,586.

   13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 116,430 shares

   Change vs previous 13F not available

   1.49% of the 13F portfolio, value $7,774,019.

   13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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