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Disclosery

Financial Advisory Group: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Group on VOO, newest first. How the timeline and the estimate are built.

Financial Advisory Group held 183,759 VOO shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 183,759 shares
    Change vs previous 13F +4,667 shares

    15.58% of the 13F portfolio, value $88,333,012.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 179,092 shares
    Change vs previous 13F -3,336 shares

    14.84% of the 13F portfolio, value $78,227,419.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 182,428 shares
    Change vs previous 13F -20,660 shares

    14.75% of the 13F portfolio, value $71,639,385.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 203,088 shares
    Change vs previous 13F -8,792 shares

    16.34% of the 13F portfolio, value $82,713,493.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 211,880 shares
    Change vs previous 13F +2,285 shares

    16.08% of the 13F portfolio, value $79,681,799.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 209,595 shares
    Change vs previous 13F -8,845 shares

    15.63% of the 13F portfolio, value $73,639,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 218,440 shares
    Change vs previous 13F -9,741 shares

    16.16% of the 13F portfolio, value $71,714,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 228,181 shares
    Change vs previous 13F not available

    16.82% of the 13F portfolio, value $79,151,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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