Collaborative Wealth Managment Inc. Vanguard Intermediate Term Cor Transaction History

Collaborative Wealth Managment Inc.

$215 Million
Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 10,430 shares of VCIT stock, worth $835,755. This represents 0.41% of its overall portfolio holdings.

Number of Shares

10,430

Previous 11,148 6.44%

Holding current value

$835,755

Previous $891,000 2.02%

% of portfolio

0.41%

Previous 0.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$79.29 - $84.02 $56,930 - $60,326	-718 Reduced 6.44%	10,430 $873,000
Q2 2024 Aug 09, 2024	SELL	$77.99 - $80.49 $1,871 - $1,931	-24 Reduced 0.21%	11,148 $891,000
Q1 2024 May 10, 2024	SELL	$79.39 - $81.28 $131,390 - $134,518	-1,655 Reduced 12.9%	11,172 $899,000
Q4 2023 Feb 07, 2024	SELL	$73.81 - $81.64 $9,004 - $9,960	-122 Reduced 0.94%	12,827 $1.04 Million
Q3 2023 Nov 09, 2023	SELL	$75.83 - $79.4 $57,782 - $60,502	-762 Reduced 5.56%	12,949 $983,000
Q2 2023 Aug 07, 2023	SELL	$78.33 - $80.78 $152,821 - $157,601	-1,951 Reduced 12.46%	13,711 $1.08 Million
Q1 2023 May 08, 2023	SELL	$77.23 - $81.35 $476,354 - $501,766	-6,168 Reduced 28.25%	15,662 $1.26 Million
Q4 2022 Feb 10, 2023	SELL	$73.66 - $79.75 $76,311 - $82,621	-1,036 Reduced 4.53%	21,830 $1.69 Million
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $122,230 - $135,473	-1,633 Reduced 6.67%	22,866 $1.73 Million
Q2 2022 Aug 15, 2022	SELL	$78.1 - $85.93 $141,985 - $156,220	-1,818 Reduced 6.91%	24,499 $1.96 Million
Q4 2021 Feb 11, 2022	BUY	$92.55 - $94.67 $4,257 - $4,354	46 Added 0.18%	26,317 $2.44 Million
Q1 2021 May 12, 2022	BUY	$92.62 - $97.02 $2.43 Million - $2.55 Million	26,271 New	26,271 $2.26 Million

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

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About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Collaborative Wealth Managment Inc. Vanguard Intermediate Term Cor Transaction History