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Disclosery

AdvicePeriod, LLC: VCIT position timeline

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

AdvicePeriod, LLC held 611,295 VCIT shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 611,295 shares
    Change vs previous 13F +41,899 shares

    3.78% of the 13F portfolio, value $58,116,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 569,396 shares
    Change vs previous 13F +97,999 shares

    3.76% of the 13F portfolio, value $52,971,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 471,397 shares
    Change vs previous 13F +170,477 shares

    3.52% of the 13F portfolio, value $45,791,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 300,920 shares
    Change vs previous 13F +112,935 shares

    2.61% of the 13F portfolio, value $28,828,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 187,985 shares
    Change vs previous 13F +40,993 shares

    1.95% of the 13F portfolio, value $17,885,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 146,992 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $12,802,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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