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Disclosery

RAND WEALTH, LLC: VYM position timeline

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

RAND WEALTH, LLC held 41,257 VYM shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 41,257 shares
    Change vs previous 13F -464 shares

    0.4% of the 13F portfolio, value $3,593,000.

    13F-HR 0001085146-18-002635 filed by RAND 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 ended2018-06-30
    13F 41,721 shares
    Change vs previous 13F -3,920 shares

    0.39% of the 13F portfolio, value $3,465,000.

    13F-HR 0001540141-18-000005 filed by RAND 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 ended2018-03-31
    13F 45,641 shares
    Change vs previous 13F -7,509 shares

    0.42% of the 13F portfolio, value $3,765,000.

    13F-HR 0001540141-18-000004 filed by RAND 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 ended2017-12-31
    13F 53,150 shares
    Change vs previous 13F -3,025 shares

    0.5% of the 13F portfolio, value $4,551,000.

    13F-HR 0001540141-18-000001 filed by RAND 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 ended2017-09-30
    13F 56,175 shares
    Change vs previous 13F +69 shares

    0.53% of the 13F portfolio, value $4,554,000.

    13F-HR 0001540141-17-000011 filed by RAND 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 ended2017-06-30
    13F 56,106 shares
    Change vs previous 13F -1,008 shares

    0.59% of the 13F portfolio, value $4,385,000.

    13F-HR 0001540141-17-000009 filed by RAND 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 ended2017-03-31
    13F 57,114 shares
    Change vs previous 13F -41,586 shares

    0.53% of the 13F portfolio, value $4,435,000.

    13F-HR 0001540141-17-000007 filed by RAND 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 ended2016-12-31
    13F 98,700 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,479,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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