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Financial Advisory Group: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Group on VCIT, newest first. How the timeline and the estimate are built.

Financial Advisory Group held 12,508 VCIT shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 12,508 shares
    Change vs previous 13F -9,522 shares

    0.18% of the 13F portfolio, value $1,007,019.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    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 22,030 shares
    Change vs previous 13F -5,900 shares

    0.34% of the 13F portfolio, value $1,790,598.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    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 27,930 shares
    Change vs previous 13F -15,959 shares

    0.44% of the 13F portfolio, value $2,122,121.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    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 43,889 shares
    Change vs previous 13F -18,527 shares

    0.69% of the 13F portfolio, value $3,468,548.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    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 62,416 shares
    Change vs previous 13F -39,672 shares

    1.01% of the 13F portfolio, value $5,007,012.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    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 102,088 shares
    Change vs previous 13F +40,758 shares

    1.68% of the 13F portfolio, value $7,913,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    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 61,330 shares
    Change vs previous 13F +38,375 shares

    1.05% of the 13F portfolio, value $4,641,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    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 22,955 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,837,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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