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LifeGoal Investments, LLC: VUG position timeline

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

LifeGoal Investments, LLC held 129,215 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,215 shares
    Change vs previous 13F +4,514 shares

    3.55% of the 13F portfolio, value $11,643,556.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,701 shares
    Change vs previous 13F +102,741 shares

    4.92% of the 13F portfolio, value $10,741,721.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,960 shares
    Change vs previous 13F +278 shares

    5.55% of the 13F portfolio, value $9,698,897.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,682 shares
    Change vs previous 13F +2,493 shares

    7.05% of the 13F portfolio, value $10,577,680.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,189 shares
    Change vs previous 13F +1,022 shares

    7.65% of the 13F portfolio, value $9,203,018.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,167 shares
    Change vs previous 13F +951 shares

    7.57% of the 13F portfolio, value $7,964,490.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,216 shares
    Change vs previous 13F +4,345 shares

    6.89% of the 13F portfolio, value $6,384,136.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,871 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $5,282,916.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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