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Disclosery

JOYN Advisors, Inc.: VUG position timeline

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

JOYN Advisors, Inc. held 206,142 VUG shares at 2020-03-31 per its 13F-HR filed 2020-04-30.

the latest 13F is the newest step

  1. period ended2020-03-31
    13F 206,142 shares
    Change vs previous 13F -41,614 shares

    10.75% of the 13F portfolio, value $32,300,000.

    13F-HR 0001765380-20-000039 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-12-31
    13F 247,756 shares
    Change vs previous 13F -4,731 shares

    9.66% of the 13F portfolio, value $45,134,000.

    13F-HR 0001765380-20-000009 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-09-30
    13F 252,487 shares
    Change vs previous 13F -5,856 shares

    9.27% of the 13F portfolio, value $41,983,000.

    13F-HR 0001765380-19-000117 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-06-30
    13F 258,343 shares
    Change vs previous 13F -20,942 shares

    9.24% of the 13F portfolio, value $41,082,000.

    13F-HR 0001765380-19-000092 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-03-31
    13F 279,285 shares
    Change vs previous 13F -4,670 shares

    10.05% of the 13F portfolio, value $43,686,000.

    13F-HR 0001765380-19-000058 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-12-31
    13F 283,955 shares
    Change vs previous 13F -24,609 shares

    8.65% of the 13F portfolio, value $38,144,000.

    13F-HR 0000909012-19-000025 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-09-30
    13F 308,564 shares
    Change vs previous 13F +2,813 shares

    9.33% of the 13F portfolio, value $49,691,000.

    13F-HR 0000909012-18-000145 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-06-30
    13F 305,751 shares
    Change vs previous 13F not available

    9.8% of the 13F portfolio, value $45,805,000.

    13F-HR 0000909012-18-000111 filed by JOYN Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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