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Disclosery

Wellington Wealth Strategies, LLC.: VCIT position timeline

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

Wellington Wealth Strategies, LLC. held 8,567 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 8,567 shares
    Change vs previous 13F -1,973 shares

    0.63% of the 13F portfolio, value $691,187.

    13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, 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 10,540 shares
    Change vs previous 13F -19,815 shares

    0.65% of the 13F portfolio, value $857,640.

    13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, 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 30,355 shares
    Change vs previous 13F +16,890 shares

    10.41% of the 13F portfolio, value $2,426,275.

    13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, 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 13,465 shares
    Change vs previous 13F -10,743 shares

    0.5% of the 13F portfolio, value $1,084,067.

    13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, 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 24,208 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,931,619.

    13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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