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Disclosery

VitalStone Financial, LLC: VUG position timeline

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

VitalStone Financial, LLC held 16,952 VUG shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 16,952 shares
    Change vs previous 13F +922 shares

    4.43% of the 13F portfolio, value $6,508,381.

    13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 16,030 shares
    Change vs previous 13F +3,202 shares

    4.35% of the 13F portfolio, value $5,995,380.

    13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 12,828 shares
    Change vs previous 13F +6,645 shares

    3.37% of the 13F portfolio, value $4,415,000.

    13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 6,183 shares
    Change vs previous 13F -7,746 shares

    1.54% of the 13F portfolio, value $1,922,000.

    13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 13,929 shares
    Change vs previous 13F +12,881 shares

    3.39% of the 13F portfolio, value $4,018,000.

    13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 1,048 shares
    Change vs previous 13F -21,524 shares

    0.15% of the 13F portfolio, value $261,000.

    13F-HR 0001963478-23-000004 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F/A 22,572 shares
    Change vs previous 13F +21,524 shares

    5.97% of the 13F portfolio, value $7,238,000.

    13F-HR/A 0001963478-23-000003 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 1,048 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $223,000.

    13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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