Skip to content
Disclosery

VitalStone Financial, LLC: VOO position timeline

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

VitalStone Financial, LLC held 5,587 VOO shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,587 shares
    Change vs previous 13F +1,323 shares

    2.01% of the 13F portfolio, value $2,948,004.

    13F-HR 0001963478-24-000005 filed by VitalStone 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 ended2024-06-30
    13F 4,264 shares
    Change vs previous 13F +1,301 shares

    1.55% of the 13F portfolio, value $2,132,500.

    13F-HR 0001998574-24-000002 filed by VitalStone 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 ended2024-03-31
    13F 2,963 shares
    Change vs previous 13F +258 shares

    1.09% of the 13F portfolio, value $1,424,000.

    13F-HR 0001963478-24-000003 filed by VitalStone 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 ended2023-12-31
    13F 2,705 shares
    Change vs previous 13F +10 shares

    0.94% of the 13F portfolio, value $1,181,000.

    13F-HR 0001963478-24-000002 filed by VitalStone 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 ended2023-09-30
    13F 2,695 shares
    Change vs previous 13F -1,448 shares

    0.92% of the 13F portfolio, value $1,091,000.

    13F-HR 0001963478-23-000005 filed by VitalStone 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 ended2023-06-30
    13F 4,143 shares
    Change vs previous 13F +1,699 shares

    0.87% of the 13F portfolio, value $1,559,000.

    13F-HR 0001963478-23-000004 filed by VitalStone 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 ended2023-03-31
    13F/A 2,444 shares
    Change vs previous 13F -1,829 shares

    0.88% of the 13F portfolio, value $1,066,000.

    13F-HR/A 0001963478-23-000003 filed by VitalStone 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 ended2022-12-31
    13F 4,273 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,502,000.

    13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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