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Disclosery

Safeguard Financial, LLC: VTI position timeline

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

Safeguard Financial, LLC held 16,137 VTI shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,137 shares
    Change vs previous 13F -425 shares

    0.97% of the 13F portfolio, value $4,434,980.

    13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 16,562 shares
    Change vs previous 13F +351 shares

    1.04% of the 13F portfolio, value $4,799,970.

    13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 16,211 shares
    Change vs previous 13F -24 shares

    1.08% of the 13F portfolio, value $4,590,399.

    13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 16,235 shares
    Change vs previous 13F -3,728 shares

    1.21% of the 13F portfolio, value $4,343,086.

    13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 19,963 shares
    Change vs previous 13F -667 shares

    1.69% of the 13F portfolio, value $5,188,443.

    13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 20,630 shares
    Change vs previous 13F -4,088 shares

    1.85% of the 13F portfolio, value $4,893,961.

    13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 24,718 shares
    Change vs previous 13F +7,009 shares

    2.53% of the 13F portfolio, value $5,250,355.

    13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 17,709 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,900,000.

    13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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