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Disclosery

Spruce Investment Advisors LLC: VTI position timeline

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

Spruce Investment Advisors LLC held 0 VTI shares at 2017-09-30 per its 13F-HR filed 2017-11-09.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 0 shares
    Change vs previous 13F -23,732 shares

    13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-06-30
    13F 23,732 shares
    Change vs previous 13F 0 shares

    5.22% of the 13F portfolio, value $2,953,000.

    13F-HR 0001172661-17-001488 filed by Spruce Investment 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 ended2017-03-31
    13F 23,732 shares
    Change vs previous 13F -38,591 shares

    3.32% of the 13F portfolio, value $2,879,000.

    13F-HR 0001172661-17-000979 filed by Spruce Investment 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 ended2016-12-31
    13F 62,323 shares
    Change vs previous 13F +62,323 shares

    5.58% of the 13F portfolio, value $7,187,000.

    13F-HR 0001172661-17-000288 filed by Spruce Investment 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 ended2016-09-30
    13F 0 shares
    Change vs previous 13F -7,322 shares

    13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2016-06-30
    13F 7,322 shares
    Change vs previous 13F -607 shares

    0.45% of the 13F portfolio, value $785,000.

    13F-HR 0001172661-16-003635 filed by Spruce Investment 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 ended2016-03-31
    13F 7,929 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $831,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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