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Disclosery

Peninsula Wealth, LLC: VUG position timeline

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

Peninsula Wealth, LLC held 137,745 VUG shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 137,745 shares
    Change vs previous 13F -790 shares

    9.64% of the 13F portfolio, value $56,536,032.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 138,535 shares
    Change vs previous 13F -2,924 shares

    9.42% of the 13F portfolio, value $53,920,529.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 141,459 shares
    Change vs previous 13F -40,805 shares

    10.21% of the 13F portfolio, value $54,614,643.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 182,264 shares
    Change vs previous 13F -47,309 shares

    12.51% of the 13F portfolio, value $62,735,240.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 229,573 shares
    Change vs previous 13F -18,693 shares

    14.72% of the 13F portfolio, value $71,369,729.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 248,266 shares
    Change vs previous 13F +1,761 shares

    15.73% of the 13F portfolio, value $67,188,147.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 246,505 shares
    Change vs previous 13F +131 shares

    18.23% of the 13F portfolio, value $69,751,032.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 246,374 shares
    Change vs previous 13F not available

    17.74% of the 13F portfolio, value $61,455,480.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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