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EXECUTIVE WEALTH GROUP LLC: VCIT position timeline

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

EXECUTIVE WEALTH GROUP LLC held 122,947 VCIT shares at 2024-03-31 per its 13F-HR filed 2024-04-11.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 122,947 shares
    Change vs previous 13F +81,992 shares

    2.06% of the 13F portfolio, value $9,898,858.

    13F-HR 0001085146-24-001715 filed by EXECUTIVE WEALTH GROUP 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 40,955 shares
    Change vs previous 13F -2,450 shares

    2.12% of the 13F portfolio, value $3,328,825.

    13F-HR 0001085146-24-001592 filed by EXECUTIVE WEALTH GROUP 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 43,405 shares
    Change vs previous 13F -324 shares

    2.34% of the 13F portfolio, value $3,297,899.

    13F-HR 0001085146-24-001591 filed by EXECUTIVE WEALTH GROUP 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 43,729 shares
    Change vs previous 13F +73 shares

    2.33% of the 13F portfolio, value $3,455,873.

    13F-HR 0001085146-24-001590 filed by EXECUTIVE WEALTH GROUP 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 43,656 shares
    Change vs previous 13F +45 shares

    2.48% of the 13F portfolio, value $3,502,051.

    13F-HR 0001085146-24-001589 filed by EXECUTIVE WEALTH GROUP 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 43,611 shares
    Change vs previous 13F +83 shares

    2.58% of the 13F portfolio, value $3,380,274.

    13F-HR 0001085146-24-001588 filed by EXECUTIVE WEALTH GROUP 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 43,528 shares
    Change vs previous 13F -958 shares

    2.83% of the 13F portfolio, value $3,294,234.

    13F-HR 0001085146-24-001587 filed by EXECUTIVE WEALTH GROUP 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 44,486 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $3,559,755.

    13F-HR 0001085146-24-001586 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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