My Legacy Advisors, LLC: VUG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 2,462 VUG shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 2,462 sharesChange vs previous 13F -404 shares
0.39% of the 13F portfolio, value $1,089,252.
13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,866 sharesChange vs previous 13F +326 shares
0.41% of the 13F portfolio, value $1,062,864.
13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,540 sharesChange vs previous 13F -367 shares
0.41% of the 13F portfolio, value $1,051,055.
13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,907 sharesChange vs previous 13F -1,727 shares
0.44% of the 13F portfolio, value $1,116,182.
13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,634 sharesChange vs previous 13F -209 shares
0.55% of the 13F portfolio, value $1,733,257.
13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,843 sharesChange vs previous 13F -125 shares
0.56% of the 13F portfolio, value $1,667,048.
13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 4,968 sharesChange vs previous 13F -66 shares
0.56% of the 13F portfolio, value $1,552,679.
13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 5,034 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $1,378,983.
13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).