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Connectus Wealth, LLC: VTI position timeline

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

Connectus Wealth, LLC held 3,276 VTI shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 3,276 shares
    Change vs previous 13F -28,327 shares

    0.02% of the 13F portfolio, value $851,350.

    13F-HR 0001765380-24-000228 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 31,603 shares
    Change vs previous 13F -1,483 shares

    0.15% of the 13F portfolio, value $7,174,833.

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 33,086 shares
    Change vs previous 13F +911 shares

    0.16% of the 13F portfolio, value $7,001,390.

    13F-HR 0001765380-23-000226 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 32,175 shares
    Change vs previous 13F +715 shares

    0.16% of the 13F portfolio, value $7,087,702.

    13F-HR 0001765380-23-000180 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 31,460 shares
    Change vs previous 13F -199 shares

    0.16% of the 13F portfolio, value $6,421,049.

    13F-HR 0001765380-23-000120 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 31,659 shares
    Change vs previous 13F +617 shares

    0.14% of the 13F portfolio, value $6,053,301.

    13F-HR 0001765380-23-000028 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 31,042 shares
    Change vs previous 13F +26,122 shares

    0.12% of the 13F portfolio, value $5,572,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 4,920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $928,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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