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Disclosery

Peninsula Wealth, LLC: VCIT position timeline

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

Peninsula Wealth, LLC held 3,597 VCIT shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,597 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $288,771.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 3,597 shares
    Change vs previous 13F -3,916 shares

    0.05% of the 13F portfolio, value $298,268.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 7,513 shares
    Change vs previous 13F -9,415 shares

    0.11% of the 13F portfolio, value $609,641.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 16,928 shares
    Change vs previous 13F -2,674 shares

    0.27% of the 13F portfolio, value $1,362,836.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 19,602 shares
    Change vs previous 13F -33,977 shares

    0.33% of the 13F portfolio, value $1,593,272.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 53,579 shares
    Change vs previous 13F +5,239 shares

    0.94% of the 13F portfolio, value $3,995,412.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 48,340 shares
    Change vs previous 13F -1,191 shares

    1% of the 13F portfolio, value $3,820,338.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 49,531 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,973,416.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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