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Disclosery

BridgePort Financial Solutions, LLC: VUG position timeline

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

BridgePort Financial Solutions, LLC held 61,807 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,807 shares
    Change vs previous 13F +50,669 shares

    1.36% of the 13F portfolio, value $5,324,029.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,138 shares
    Change vs previous 13F +1,049 shares

    1.38% of the 13F portfolio, value $4,864,804.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,089 shares
    Change vs previous 13F -57 shares

    1.32% of the 13F portfolio, value $4,921,931.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,146 shares
    Change vs previous 13F -345 shares

    1.31% of the 13F portfolio, value $4,866,023.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,491 shares
    Change vs previous 13F +240 shares

    1.53% of the 13F portfolio, value $4,599,292.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,251 shares
    Change vs previous 13F +268 shares

    1.71% of the 13F portfolio, value $3,801,120.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,983 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,979,139.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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