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Disclosery

Spectrum Wealth Counsel, LLC: VUG position timeline

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

Spectrum Wealth Counsel, LLC held 12,003 VUG shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,003 shares
    Change vs previous 13F +320 shares

    0.53% of the 13F portfolio, value $4,450,953.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,683 shares
    Change vs previous 13F +3,948 shares

    0.56% of the 13F portfolio, value $4,795,171.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 7,735 shares
    Change vs previous 13F -2,744 shares

    0.35% of the 13F portfolio, value $2,969,699.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 10,479 shares
    Change vs previous 13F +198 shares

    0.5% of the 13F portfolio, value $3,919,251.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 10,281 shares
    Change vs previous 13F -4,050 shares

    0.43% of the 13F portfolio, value $3,538,721.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 14,331 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,455,222.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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