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Disclosery

Daniels&Tansey,LLP: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on VOO, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 29,314 VOO shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 29,314 shares
    Change vs previous 13F -144,778 shares

    0.51% of the 13F portfolio, value $1,478,891.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 174,092 shares
    Change vs previous 13F -1,543 shares

    23.53% of the 13F portfolio, value $70,904,377.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 175,635 shares
    Change vs previous 13F +5,743 shares

    22.67% of the 13F portfolio, value $66,051,368.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 169,892 shares
    Change vs previous 13F +1,803 shares

    22.86% of the 13F portfolio, value $59,690,085.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 168,089 shares
    Change vs previous 13F +181 shares

    22.91% of the 13F portfolio, value $55,183,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 167,908 shares
    Change vs previous 13F +7,056 shares

    22.64% of the 13F portfolio, value $58,243,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 160,852 shares
    Change vs previous 13F -885 shares

    22.57% of the 13F portfolio, value $66,780,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 161,737 shares
    Change vs previous 13F not available

    21.82% of the 13F portfolio, value $70,609,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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