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Disclosery

LifeSteps Financial, Inc.: VUG position timeline

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

LifeSteps Financial, Inc. held 19,298 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,298 shares
    Change vs previous 13F +16,041 shares

    0.77% of the 13F portfolio, value $1,662,297.

    13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,257 shares
    Change vs previous 13F -680 shares

    0.9% of the 13F portfolio, value $1,422,796.

    13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,937 shares
    Change vs previous 13F -210 shares

    1.23% of the 13F portfolio, value $1,920,711.

    13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,147 shares
    Change vs previous 13F -211 shares

    1.28% of the 13F portfolio, value $1,988,739.

    13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,358 shares
    Change vs previous 13F -50 shares

    1.31% of the 13F portfolio, value $1,910,448.

    13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,408 shares
    Change vs previous 13F -643 shares

    1.33% of the 13F portfolio, value $1,634,490.

    13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,051 shares
    Change vs previous 13F -32 shares

    1.59% of the 13F portfolio, value $2,073,063.

    13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,083 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,951,502.

    13F-HR 0001801373-24-000005 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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