Bordeaux Wealth Advisors LLC: VXF position timeline

Bordeaux Wealth Advisors LLC held 19,970 VXF 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 19,970 shares

   Change vs previous 13F -29 shares

   0.49% of the 13F portfolio, value $3,848,500.

   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 19,999 shares

   Change vs previous 13F -484 shares

   0.64% of the 13F portfolio, value $3,444,967.

   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 20,483 shares

   Change vs previous 13F -1,196 shares

   0.63% of the 13F portfolio, value $3,891,334.

   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 21,679 shares

   Change vs previous 13F +35 shares

   0.71% of the 13F portfolio, value $3,945,374.

   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 21,644 shares

   Change vs previous 13F not available

   0.7% of the 13F portfolio, value $3,653,282.

   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).