| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 62 | $132M | +$2.52M | -$2.57M | -$54.7K | VCIT, VO, SRLN, RSP, VCSH | 13F-HR | 4/15/2025, 05:01 PM |
| Q4 2024 | 59 | $133M | +$42.4M | -$33.9M | +$8.49M | VCIT, VO, SRLN, RSP, VB | 13F-HR | 1/14/2025, 03:18 PM |
| Q3 2024 | 60 | $126M | +$23.6M | -$610K | +$22.9M | VCIT, VCLT, XMHQ, VB, SPHQ | 13F-HR | 10/15/2024, 02:10 PM |
| Q2 2024 | 48 | $102M | $0 | $0 | VCIT, VCLT, XMHQ, VB, SPHQ | 13F-HR | 7/23/2024, 11:06 AM |