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Portfolio Strategies, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on VTI, newest first. How the timeline and the estimate are built.

Portfolio Strategies, Inc. held 1,158 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,158 shares
    Change vs previous 13F -94,397 shares

    0.04% of the 13F portfolio, value $430,803.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 95,555 shares
    Change vs previous 13F +3,380 shares

    3.81% of the 13F portfolio, value $30,884,012.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 92,175 shares
    Change vs previous 13F -2,191 shares

    3.58% of the 13F portfolio, value $30,903,741.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 94,366 shares
    Change vs previous 13F +71 shares

    3.6% of the 13F portfolio, value $30,964,507.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 94,295 shares
    Change vs previous 13F -15,949 shares

    3.73% of the 13F portfolio, value $28,640,059.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 110,244 shares
    Change vs previous 13F -10,742 shares

    4.69% of the 13F portfolio, value $30,299,275.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 120,986 shares
    Change vs previous 13F -36,262 shares

    4.98% of the 13F portfolio, value $35,062,832.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 157,248 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $44,505,191.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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