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TrinityPoint Wealth, LLC: VCIT position timeline

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

TrinityPoint Wealth, LLC held 23,330 VCIT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 23,330 shares
    Change vs previous 13F -87 shares

    0.26% of the 13F portfolio, value $1,872,717.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 23,417 shares
    Change vs previous 13F +254 shares

    0.28% of the 13F portfolio, value $1,961,206.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 23,163 shares
    Change vs previous 13F +618 shares

    0.29% of the 13F portfolio, value $1,851,409.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 22,545 shares
    Change vs previous 13F -815 shares

    0.3% of the 13F portfolio, value $1,815,134.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 23,360 shares
    Change vs previous 13F +1,006 shares

    0.34% of the 13F portfolio, value $1,898,728.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 22,354 shares
    Change vs previous 13F -404 shares

    0.34% of the 13F portfolio, value $1,698,469.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 22,758 shares
    Change vs previous 13F -10,722 shares

    0.35% of the 13F portfolio, value $1,798,561.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 33,480 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,685,758.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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