Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,559 shares of VCIT stock, worth $1.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

19,559

Previous 18,289 6.94%

Holding current value

$1.6 Million

Previous $1.46 Billion 12.05%

% of portfolio

0.32%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$79.29 - $84.02 $100,698 - $106,705	1,270 Added 6.94%	19,559 $1.64 Billion
Q2 2024 Sep 11, 2024	BUY	$77.99 - $80.49 $311,726 - $321,718	3,997 Added 27.97%	18,289 $1.46 Billion
Q1 2024 Sep 11, 2024	BUY	$79.39 - $81.28 $93,362 - $95,585	1,176 Added 8.97%	14,292 $1.15 Billion
Q4 2023 Sep 11, 2024	BUY	$73.81 - $81.64 $453,636 - $501,759	6,146 Added 88.18%	13,116 $1.07 Billion
Q3 2023 Sep 11, 2024	BUY	$75.83 - $79.4 $86,067 - $90,119	1,135 Added 19.45%	6,970 $530 Million
Q2 2023 Sep 11, 2024	SELL	$78.33 - $80.78 $1,409 - $1,454	-18 Reduced 0.31%	5,835 $461 Million
Q1 2023 Sep 11, 2024	SELL	$77.23 - $81.35 $208,907 - $220,051	-2,705 Reduced 31.61%	5,853 $470 Million
Q4 2022 Sep 11, 2024	BUY	$73.66 - $79.75 $630,382 - $682,500	8,558 New	8,558 $663 Million

Others Institutions Holding VCIT

# of Institutions

1,146

Shares Held

471M

Call Options Held

42.6K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History