Bordeaux Wealth Advisors LLC: VGT position timeline

Bordeaux Wealth Advisors LLC held 17,715 VGT 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 17,715 shares

   Change vs previous 13F +185 shares

   1.5% of the 13F portfolio, value $11,750,230.

   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 17,530 shares

   Change vs previous 13F -443 shares

   1.76% of the 13F portfolio, value $9,507,972.

   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 17,973 shares

   Change vs previous 13F -825 shares

   1.8% of the 13F portfolio, value $11,175,498.

   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 18,798 shares

   Change vs previous 13F +15 shares

   1.99% of the 13F portfolio, value $11,025,424.

   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 18,783 shares

   Change vs previous 13F +18,131 shares

   2.07% of the 13F portfolio, value $10,830,191.

   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).

6. period ended2024-03-31

   13F 652 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $341,803.

   13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F/A 652 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $315,506.

   13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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