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EARNED WEALTH ADVISORS, LLC: VUG position timeline

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

EARNED WEALTH ADVISORS, LLC held 68,181 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,181 shares
    Change vs previous 13F +55,901 shares

    0.38% of the 13F portfolio, value $5,873,129.

    13F-HR 0001905663-26-000006 filed by EARNED 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 ended2026-03-31
    13F 12,280 shares
    Change vs previous 13F +948 shares

    0.36% of the 13F portfolio, value $5,363,677.

    13F-HR 0001905663-26-000005 filed by EARNED 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 ended2025-12-31
    13F/A 11,332 shares
    Change vs previous 13F +1,191 shares

    0.39% of the 13F portfolio, value $5,528,516.

    13F-HR/A 0001905663-26-000002 filed by EARNED 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 ended2025-09-30
    13F 10,141 shares
    Change vs previous 13F +53 shares

    0.8% of the 13F portfolio, value $4,863,844.

    13F-HR 0001905663-25-000009 filed by EARNED 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 ended2025-06-30
    13F 10,088 shares
    Change vs previous 13F -70 shares

    0.87% of the 13F portfolio, value $4,422,614.

    13F-HR 0001905663-25-000007 filed by EARNED 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 ended2025-03-31
    13F 10,158 shares
    Change vs previous 13F +2,812 shares

    0.83% of the 13F portfolio, value $3,766,819.

    13F-HR 0001905663-25-000005 filed by EARNED 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 ended2024-12-31
    13F 7,346 shares
    Change vs previous 13F +188 shares

    0.96% of the 13F portfolio, value $3,015,199.

    13F-HR 0001905663-25-000001 filed by EARNED 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 ended2024-09-30
    13F 7,158 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,748,270.

    13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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