Bordeaux Wealth Advisors LLC: VCIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on VCIT, newest first. How the timeline and the estimate are built.
Bordeaux Wealth Advisors LLC held 41,037 VCIT shares at 2025-06-30 per its 13F-HR filed 2025-08-04.
the latest 13F is the newest step
- period ended2025-06-3013F 41,037 sharesChange vs previous 13F +86 shares
0.44% of the 13F portfolio, value $3,402,820.
13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,951 sharesChange vs previous 13F -512 shares
0.62% of the 13F portfolio, value $3,348,190.
13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 41,463 sharesChange vs previous 13F -3,742 shares
0.53% of the 13F portfolio, value $3,328,249.
13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,205 sharesChange vs previous 13F +4,298 shares
0.68% of the 13F portfolio, value $3,785,924.
13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 40,907 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $3,269,699.
13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).