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Phoenix Wealth Advisors: VTWV position timeline

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

Phoenix Wealth Advisors held 15,218 VTWV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,218 shares
    Change vs previous 13F +677 shares

    1% of the 13F portfolio, value $2,974,108.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 14,541 shares
    Change vs previous 13F -342 shares

    0.96% of the 13F portfolio, value $2,431,549.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 14,883 shares
    Change vs previous 13F +20 shares

    0.92% of the 13F portfolio, value $2,380,238.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 14,863 shares
    Change vs previous 13F +44 shares

    0.89% of the 13F portfolio, value $2,316,624.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 14,819 shares
    Change vs previous 13F -2,206 shares

    0.86% of the 13F portfolio, value $2,061,149.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 17,025 shares
    Change vs previous 13F -3,684 shares

    0.99% of the 13F portfolio, value $2,265,812.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 20,709 shares
    Change vs previous 13F +1,952 shares

    1.3% of the 13F portfolio, value $2,994,767.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 18,757 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,760,159.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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