Skip to content
Disclosery

Bordeaux Wealth Advisors LLC: VUG position timeline

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

Bordeaux Wealth Advisors LLC held 5,110 VUG 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 5,110 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,240,224.

    13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 5,110 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $1,894,891.

    13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors 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/A 5,116 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,099,942.

    13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors 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 5,116 shares
    Change vs previous 13F +6 shares

    0.36% of the 13F portfolio, value $1,964,308.

    13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors 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 5,110 shares
    Change vs previous 13F -414 shares

    0.37% of the 13F portfolio, value $1,911,192.

    13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors 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 5,524 shares
    Change vs previous 13F +86 shares

    0.63% of the 13F portfolio, value $1,901,361.

    13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 5,438 shares
    Change vs previous 13F +328 shares

    0.57% of the 13F portfolio, value $1,690,566.

    13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 5,110 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,391,505.

    13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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