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Disclosery

Signify Wealth: VTI position timeline

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

Signify Wealth held 4,690 VTI shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,690 shares
    Change vs previous 13F +381 shares

    1.53% of the 13F portfolio, value $1,359,209.

    13F-HR 0001769062-25-000002 filed by Signify Wealth
    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 4,309 shares
    Change vs previous 13F -629 shares

    1.49% of the 13F portfolio, value $1,220,136.

    13F-HR 0001769062-24-000006 filed by Signify Wealth
    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 4,938 shares
    Change vs previous 13F +1,336 shares

    1.9% of the 13F portfolio, value $1,320,964.

    13F-HR 0001769062-24-000003 filed by Signify Wealth
    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 3,602 shares
    Change vs previous 13F +1,718 shares

    1.55% of the 13F portfolio, value $936,160.

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    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 1,884 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $446,922.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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