Coe Capital Management, LLC: VTI position timeline

Coe Capital Management, LLC held 6,786 VTI shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 6,786 shares

   Change vs previous 13F -154 shares

   1.42% of the 13F portfolio, value $1,512,000.

   13F-HR 0001505896-21-000005 filed by Coe Capital Management, LLC
   Filed 2021-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 6,940 shares

   Change vs previous 13F +722 shares

   1.44% of the 13F portfolio, value $1,434,000.

   13F-HR 0001505896-21-000004 filed by Coe Capital Management, LLC
   Filed 2021-06-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 6,218 shares

   Change vs previous 13F +41 shares

   1.32% of the 13F portfolio, value $1,210,000.

   13F-HR 0001505896-21-000001 filed by Coe Capital Management, LLC
   Filed 2021-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 6,177 shares

   Change vs previous 13F -60 shares

   1.41% of the 13F portfolio, value $1,052,000.

   13F-HR 0001505896-20-000004 filed by Coe Capital Management, LLC
   Filed 2020-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 6,237 shares

   Change vs previous 13F -190 shares

   1.45% of the 13F portfolio, value $976,000.

   13F-HR 0001505896-20-000003 filed by Coe Capital Management, LLC
   Filed 2020-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 6,427 shares

   Change vs previous 13F -30 shares

   1.38% of the 13F portfolio, value $829,000.

   13F-HR 0001505896-20-000002 filed by Coe Capital Management, LLC
   Filed 2020-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 6,457 shares

   Change vs previous 13F -3,185 shares

   1.35% of the 13F portfolio, value $1,056,000.

   13F-HR 0001505896-20-000001 filed by Coe Capital Management, LLC
   Filed 2020-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 9,642 shares

   Change vs previous 13F not available

   1.61% of the 13F portfolio, value $1,456,000.

   13F-HR 0001505896-19-000005 filed by Coe Capital Management, LLC
   Filed 2019-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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