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Disclosery

Marcum Wealth, LLC: VUG position timeline

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

Marcum Wealth, LLC held 20,293 VUG shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 20,293 shares
    Change vs previous 13F -113 shares

    0.65% of the 13F portfolio, value $7,524,867.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 20,406 shares
    Change vs previous 13F -381 shares

    0.73% of the 13F portfolio, value $8,375,317.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 20,787 shares
    Change vs previous 13F -375 shares

    0.74% of the 13F portfolio, value $7,980,639.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 21,162 shares
    Change vs previous 13F -921 shares

    0.79% of the 13F portfolio, value $7,914,633.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 22,083 shares
    Change vs previous 13F -774 shares

    0.77% of the 13F portfolio, value $7,600,939.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 22,857 shares
    Change vs previous 13F -788 shares

    0.76% of the 13F portfolio, value $7,105,757.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 23,645 shares
    Change vs previous 13F -312 shares

    0.77% of the 13F portfolio, value $6,438,746.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 23,957 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,778,848.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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