Peninsula Wealth, LLC: VTV position timeline

Peninsula Wealth, LLC held 231,153 VTV 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 231,153 shares

   Change vs previous 13F -1,063 shares

   6.67% of the 13F portfolio, value $39,134,189.

   13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 232,216 shares

   Change vs previous 13F -6,430 shares

   7.21% of the 13F portfolio, value $41,276,430.

   13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 238,646 shares

   Change vs previous 13F -77,673 shares

   7.33% of the 13F portfolio, value $39,209,472.

   13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F/A 316,319 shares

   Change vs previous 13F -79,982 shares

   10.28% of the 13F portfolio, value $51,515,720.

   13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
   Filed 2024-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 396,301 shares

   Change vs previous 13F -60,873 shares

   12.22% of the 13F portfolio, value $59,247,046.

   13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 457,174 shares

   Change vs previous 13F -135 shares

   14.34% of the 13F portfolio, value $61,229,356.

   13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 457,309 shares

   Change vs previous 13F +5,026 shares

   16.99% of the 13F portfolio, value $64,983,644.

   13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 452,283 shares

   Change vs previous 13F not available

   18.03% of the 13F portfolio, value $62,464,857.

   13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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