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Disclosery

AdvicePeriod, LLC: VTI position timeline

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

AdvicePeriod, LLC held 533,646 VTI 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 533,646 shares
    Change vs previous 13F -3,833 shares

    7.74% of the 13F portfolio, value $118,907,000.

    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 537,479 shares
    Change vs previous 13F -11,210 shares

    7.89% of the 13F portfolio, value $111,092,000.

    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 548,689 shares
    Change vs previous 13F -16,568 shares

    8.2% of the 13F portfolio, value $106,797,000.

    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 565,257 shares
    Change vs previous 13F +36,430 shares

    8.72% of the 13F portfolio, value $96,269,000.

    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 528,827 shares
    Change vs previous 13F -17,550 shares

    9.03% of the 13F portfolio, value $82,778,000.

    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 546,377 shares
    Change vs previous 13F not available

    7.34% of the 13F portfolio, value $70,433,000.

    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).