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Simply Money Advisors: VUG position timeline

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

Simply Money Advisors held 302,733 VUG shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 302,733 shares
    Change vs previous 13F +38,427 shares

    6.04% of the 13F portfolio, value $42,952,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 264,306 shares
    Change vs previous 13F +52,589 shares

    4.8% of the 13F portfolio, value $37,175,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 211,717 shares
    Change vs previous 13F +27,412 shares

    3.72% of the 13F portfolio, value $28,105,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 184,305 shares
    Change vs previous 13F +72,882 shares

    3.19% of the 13F portfolio, value $23,414,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 111,423 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $13,556,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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