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WIPFLI FINANCIAL ADVISORS LLC,: VUG position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 4,598 VUG shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 4,598 shares
    Change vs previous 13F +488 shares

    0.07% of the 13F portfolio, value $984,000.

    13F-HR 0001830600-22-000006 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 4,110 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $916,008.

    13F-HR 0001830600-22-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 4,109 shares
    Change vs previous 13F +484 shares

    0.12% of the 13F portfolio, value $1,181,750.

    13F-HR 0001830600-22-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 3,625 shares
    Change vs previous 13F -664 shares

    0.13% of the 13F portfolio, value $1,163,263.

    13F-HR 0001830600-22-000003 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 4,289 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,244,539.

    13F-HR 0001830600-21-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 4,289 shares
    Change vs previous 13F -70 shares

    0.17% of the 13F portfolio, value $1,230,128.

    13F-HR 0001830600-21-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 4,359 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,120,437.

    13F-HR 0001830600-21-000003 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 4,359 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,104,309.

    13F-HR 0001830600-21-000001 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

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