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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

  1. period ended2025-06-30
    13F 2,462 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 2,866 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 2,540 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 2,907 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 4,634 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 4,843 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 4,968 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 5,034 shares
    Change 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), ingested

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