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Disclosery

Financial Advisory Group: VUG position timeline

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

Financial Advisory Group held 22,015 VUG 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 22,015 shares
    Change vs previous 13F -1,140 shares

    1.34% of the 13F portfolio, value $7,577,566.

    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 23,155 shares
    Change vs previous 13F -293 shares

    1.37% of the 13F portfolio, value $7,198,429.

    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 23,448 shares
    Change vs previous 13F -218 shares

    1.32% of the 13F portfolio, value $6,385,127.

    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 23,666 shares
    Change vs previous 13F -20 shares

    1.32% of the 13F portfolio, value $6,696,534.

    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 23,686 shares
    Change vs previous 13F -145 shares

    1.19% of the 13F portfolio, value $5,908,238.

    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 23,831 shares
    Change vs previous 13F -61 shares

    1.08% of the 13F portfolio, value $5,079,000.

    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 23,892 shares
    Change vs previous 13F +1 shares

    1.15% of the 13F portfolio, value $5,112,000.

    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 23,891 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $5,325,000.

    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).