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Executive Wealth Management, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Executive Wealth Management, LLC on VGIT, newest first. How the timeline and the estimate are built.

Executive Wealth Management, LLC held 602,966 VGIT shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 602,966 shares
    Change vs previous 13F +15,685 shares

    2.74% of the 13F portfolio, value $34,971,996.

    13F-HR 0001964047-25-000002 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F/A 587,281 shares
    Change vs previous 13F +14,468 shares

    2.78% of the 13F portfolio, value $35,483,541.

    13F-HR/A 0001542611-24-000007 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F/A 572,813 shares
    Change vs previous 13F +31,846 shares

    6.12% of the 13F portfolio, value $33,354,918.

    13F-HR/A 0001815355-24-000013 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 540,967 shares
    Change vs previous 13F +52,218 shares

    2.75% of the 13F portfolio, value $31,397,721.

    13F-HR 0001542611-24-000004 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 488,749 shares
    Change vs previous 13F -13,260 shares

    2.73% of the 13F portfolio, value $28,992,597.

    13F-HR 0001542611-24-000001 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 502,009 shares
    Change vs previous 13F -5,926 shares

    2.97% of the 13F portfolio, value $28,689,826.

    13F-HR 0001542611-23-000009 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 507,935 shares
    Change vs previous 13F -7,828 shares

    3.08% of the 13F portfolio, value $29,795,500.

    13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F/A 515,763 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $30,925,184.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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