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Disclosery

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC on VUG, newest first. How the timeline and the estimate are built.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 20,129 VUG shares at 2024-03-31 per its 13F-HR filed 2024-05-07.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 20,129 shares
    Change vs previous 13F +169 shares

    0.19% of the 13F portfolio, value $6,928,402.

    13F-HR 0001798150-24-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 19,960 shares
    Change vs previous 13F +348 shares

    0.19% of the 13F portfolio, value $6,205,165.

    13F-HR 0001007399-24-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 19,612 shares
    Change vs previous 13F +343 shares

    0.18% of the 13F portfolio, value $5,340,544.

    13F-HR 0001007399-23-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 19,269 shares
    Change vs previous 13F +214 shares

    0.18% of the 13F portfolio, value $5,452,356.

    13F-HR 0001007399-23-000004 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 19,055 shares
    Change vs previous 13F -3,350 shares

    0.17% of the 13F portfolio, value $4,753,079.

    13F-HR 0001007399-23-000003 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 22,405 shares
    Change vs previous 13F +4,661 shares

    0.18% of the 13F portfolio, value $4,774,730.

    13F-HR 0001007399-23-000001 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 17,744 shares
    Change vs previous 13F +5,555 shares

    0.16% of the 13F portfolio, value $3,796,000.

    13F-HR 0001007399-22-000006 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 12,189 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,717,000.

    13F-HR 0001007399-22-000005 filed by WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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