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Disclosery

WFG Advisors, LP: VUG position timeline

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

WFG Advisors, LP held 11,927 VUG shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 11,927 shares
    Change vs previous 13F -4,621 shares

    0.34% of the 13F portfolio, value $1,515,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 16,548 shares
    Change vs previous 13F -9,273 shares

    0.54% of the 13F portfolio, value $2,013,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F/A 25,821 shares
    Change vs previous 13F +10,726 shares

    0.7% of the 13F portfolio, value $2,879,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 15,095 shares
    Change vs previous 13F -627 shares

    0.42% of the 13F portfolio, value $1,695,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 15,722 shares
    Change vs previous 13F +3,770 shares

    0.45% of the 13F portfolio, value $1,685,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 11,952 shares
    Change vs previous 13F -174 shares

    0.37% of the 13F portfolio, value $1,272,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 12,126 shares
    Change vs previous 13F +983 shares

    0.39% of the 13F portfolio, value $1,290,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 11,143 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,118,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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