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Disclosery

Daniels&Tansey,LLP: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on VTV, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 60,472 VTV shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 60,472 shares
    Change vs previous 13F -23,519 shares

    0.94% of the 13F portfolio, value $2,701,327.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 83,991 shares
    Change vs previous 13F -191 shares

    3.96% of the 13F portfolio, value $11,935,124.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 84,182 shares
    Change vs previous 13F -1,630 shares

    3.99% of the 13F portfolio, value $11,626,401.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 85,812 shares
    Change vs previous 13F -2,786 shares

    4.61% of the 13F portfolio, value $12,045,445.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 88,598 shares
    Change vs previous 13F -494 shares

    4.54% of the 13F portfolio, value $10,940,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 89,092 shares
    Change vs previous 13F -1,391 shares

    4.57% of the 13F portfolio, value $11,749,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 90,483 shares
    Change vs previous 13F -148 shares

    4.52% of the 13F portfolio, value $13,371,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 90,631 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $13,332,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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