Q3 2024 |
61 |
$273M |
+$57.8M |
-$45.3M |
+$12.5M |
VTI, VCSH, VCIT, SGOV, JEPI
|
13F-HR |
11/12/2024, 03:36 PM |
Q1 2024 |
57 |
$246M |
+$55.9M |
-$39M |
+$17M |
VTI, VCSH, VCIT, VYMI, VYM
|
13F-HR |
5/1/2024, 05:30 PM |
Q4 2023 |
55 |
$222M |
+$14.3M |
-$13.6M |
+$723K |
VCSH, VYMI, VTEB, VTI, VCIT
|
13F-HR |
2/12/2024, 12:51 PM |
Q3 2023 |
50 |
$205M |
+$6.58M |
-$14.9M |
-$8.34M |
VCSH, VTEB, VYMI, VTI, VCIT
|
13F-HR |
10/19/2023, 04:51 PM |
Q2 2023 |
52 |
$221M |
+$16.8M |
-$14.3M |
+$2.45M |
VCSH, VTEB, VYMI, VTI, VCIT
|
13F-HR |
8/3/2023, 01:11 PM |
Q1 2023 |
49 |
$214M |
+$38.3M |
-$27.8M |
+$10.6M |
VCSH, VTEB, VYMI, VCIT, VTI
|
13F-HR |
4/25/2023, 04:49 PM |
Q4 2022 |
41 |
$197M |
+$12.6M |
-$18.1M |
-$5.49M |
VCSH, VYMI, VTI, VCIT, PFF
|
13F-HR |
2/2/2023, 02:25 PM |
Q3 2022 |
44 |
$191M |
+$29.4M |
-$25.6M |
+$3.82M |
VCSH, VYMI, VTI, PFF, VYM
|
13F-HR |
10/26/2022, 12:15 PM |
Q2 2022 |
45 |
$198M |
+$25.2M |
-$32M |
-$6.89M |
VCSH, VYMI, VTI, PFF, VYM
|
13F-HR |
8/8/2022, 01:48 PM |
Q1 2022 |
50 |
$230M |
+$10.5M |
-$8.79M |
+$1.73M |
VCSH, VYMI, VTI, PFF, VTEB
|
13F-HR |
5/10/2022, 03:28 PM |
Q4 2021 |
52 |
$235M |
+$164M |
-$18.3M |
+$146M |
VCSH, VYMI, VTI, PFF, VTEB
|
13F-HR |
2/14/2022, 04:52 PM |
Q3 2021 |
30 |
$87.2M |
+$15M |
-$139M |
-$124M |
VCSH, LMBS, SRLN, STIP, VGT
|
13F-HR |
11/10/2021, 07:30 PM |
Q1 2021 |
55 |
$210M |
+$37.7M |
-$22.7M |
+$15M |
VCSH, VYMI, TFX, VTI, VTEB
|
13F-HR |
5/14/2021, 04:14 PM |
Q4 2020 |
48 |
$191M |
+$5.53M |
-$17M |
-$11.4M |
VCSH, VYMI, TFX, VTI, PFF
|
13F-HR |
1/26/2021, 01:01 PM |
Q3 2020 |
49 |
$186M |
+$35.5M |
-$18.5M |
+$16.9M |
VCSH, VYMI, VTI, TFX, JPST
|
13F-HR |
10/30/2020, 12:11 PM |
Q2 2020 |
50 |
$168M |
+$27.4M |
-$16.4M |
+$11M |
VCSH, JPST, TFX, VYMI, VTI
|
13F-HR |
7/24/2020, 06:09 PM |
Q1 2020 |
40 |
$141M |
+$12M |
-$16.6M |
-$4.61M |
JPST, VCSH, STIP, TFX, VYMI
|
13F-HR |
4/14/2020, 02:06 PM |
Q4 2019 |
51 |
$168M |
$0 |
$0 |
|
JPST, VCSH, TFX, VYMI, STIP
|
13F-HR |
2/7/2020, 02:25 PM |