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Source Financial Advisors LLC: VCIT position timeline

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

Source Financial Advisors LLC held 10,726 VCIT shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 10,726 shares
    Change vs previous 13F -954 shares

    0.27% of the 13F portfolio, value $898,303.

    13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,680 shares
    Change vs previous 13F -418 shares

    0.29% of the 13F portfolio, value $933,582.

    13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 12,098 shares
    Change vs previous 13F -7,707 shares

    0.3% of the 13F portfolio, value $974,002.

    13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 19,805 shares
    Change vs previous 13F -422 shares

    0.5% of the 13F portfolio, value $1,609,778.

    13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 20,227 shares
    Change vs previous 13F -2,856 shares

    0.52% of the 13F portfolio, value $1,536,865.

    13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 23,083 shares
    Change vs previous 13F +2,545 shares

    0.6% of the 13F portfolio, value $1,824,225.

    13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 20,538 shares
    Change vs previous 13F -432 shares

    0.55% of the 13F portfolio, value $1,647,582.

    13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 20,970 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,625,419.

    13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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