Envision Financial Planning, LLC: VGSH position timeline

Envision Financial Planning, LLC held 0 VGSH shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,470 shares

   13F-HR 0001964460-25-000006 filed by Envision Financial Planning, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,470 shares

   Change vs previous 13F -294 shares

   0.1% of the 13F portfolio, value $204,021.

   13F-HR 0001964460-25-000003 filed by Envision Financial Planning, LLC
   Filed 2025-08-14 (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).

3. period ended2025-03-31

   13F 3,764 shares

   Change vs previous 13F -11,489 shares

   0.11% of the 13F portfolio, value $220,926.

   13F-HR 0001356954-25-000005 filed by Envision Financial Planning, LLC
   Filed 2025-05-14 (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).

4. period ended2024-12-31

   13F 15,253 shares

   Change vs previous 13F -3,102 shares

   0.46% of the 13F portfolio, value $887,434.

   13F-HR 0001964460-25-000001 filed by Envision Financial Planning, LLC
   Filed 2025-02-13 (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).

5. period ended2024-09-30

   13F 18,355 shares

   Change vs previous 13F not available

   0.57% of the 13F portfolio, value $1,083,317.

   13F-HR 0001964460-24-000002 filed by Envision Financial Planning, LLC
   Filed 2024-11-07 (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).