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Fairhaven Wealth Management, LLC: VTI position timeline

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

Fairhaven Wealth Management, LLC held 24,643 VTI shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 24,643 shares
    Change vs previous 13F 0 shares

    2.23% of the 13F portfolio, value $7,141,788.

    13F-HR 0001104659-25-009022 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 24,643 shares
    Change vs previous 13F +10 shares

    2.14% of the 13F portfolio, value $6,977,912.

    13F-HR 0001104659-24-116512 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 24,633 shares
    Change vs previous 13F +69 shares

    2.18% of the 13F portfolio, value $6,589,574.

    13F-HR 0001104659-24-084459 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 24,564 shares
    Change vs previous 13F -1,975 shares

    2.19% of the 13F portfolio, value $6,384,184.

    13F-HR 0001104659-24-055751 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 26,539 shares
    Change vs previous 13F -45 shares

    2.31% of the 13F portfolio, value $6,295,661.

    13F-HR 0001104659-24-012196 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 26,584 shares
    Change vs previous 13F +1,321 shares

    2.25% of the 13F portfolio, value $5,646,733.

    13F-HR 0001104659-23-118238 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 25,263 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $5,564,960.

    13F-HR 0001104659-23-090242 filed by Fairhaven Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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