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Disclosery

Daniels&Tansey,LLP: VUG position timeline

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

Daniels&Tansey,LLP held 83,916 VUG 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 83,916 shares
    Change vs previous 13F +37,454 shares

    4.01% of the 13F portfolio, value $11,574,661.

    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 46,462 shares
    Change vs previous 13F -1,724 shares

    4.36% of the 13F portfolio, value $13,147,029.

    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 48,186 shares
    Change vs previous 13F +1,982 shares

    4.13% of the 13F portfolio, value $12,019,731.

    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 46,204 shares
    Change vs previous 13F +723 shares

    3.77% of the 13F portfolio, value $9,846,715.

    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 45,481 shares
    Change vs previous 13F -1,272 shares

    4.04% of the 13F portfolio, value $9,730,000.

    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 46,753 shares
    Change vs previous 13F +949 shares

    4.05% of the 13F portfolio, value $10,420,000.

    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 45,804 shares
    Change vs previous 13F -1,383 shares

    4.45% of the 13F portfolio, value $13,173,000.

    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 47,187 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $15,142,000.

    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).