Concord Wealth Partners Vanguard Intermediate Term Cor Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Concord Wealth Partners holds 9,840 shares of VCIT stock, worth $793,497. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,840

Previous 9,414 4.53%

Holding current value

$793,497

Previous $788,000 0.13%

% of portfolio

0.13%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$80.13 - $83.77 $34,135 - $35,686	426 Added 4.53%	9,840 $789,000
Q3 2024 Oct 24, 2024	BUY	$79.29 - $84.02 $97,923 - $103,764	1,235 Added 15.1%	9,414 $788,000
Q2 2024 Jul 31, 2024	SELL	$77.99 - $80.49 $21,993 - $22,698	-282 Reduced 3.33%	8,179 $653,000
Q1 2024 Apr 30, 2024	BUY	$79.39 - $81.28 $2,937 - $3,007	37 Added 0.44%	8,461 $681,000
Q4 2023 Apr 30, 2024	SELL	$73.81 - $81.64 $23,323 - $25,798	-316 Reduced 3.62%	8,424 $684,000
Q4 2023 Feb 05, 2024	SELL	$73.81 - $81.64 $23,323 - $25,798	-316 Reduced 3.62%	8,424 $684,000
Q3 2023 Apr 30, 2024	BUY	$75.83 - $79.4 $23,962 - $25,090	316 Added 3.75%	8,740 $664,000
Q3 2023 Oct 25, 2023	SELL	$75.83 - $79.4 $50,123 - $52,483	-661 Reduced 7.03%	8,740 $664,000
Q2 2023 Aug 07, 2023	SELL	$78.33 - $80.78 $130,027 - $134,094	-1,660 Reduced 15.01%	9,401 $742,000
Q1 2023 Apr 26, 2023	SELL	$77.23 - $81.35 $345,372 - $363,797	-4,472 Reduced 28.79%	11,061 $887,000
Q4 2022 Jan 27, 2023	SELL	$73.66 - $79.75 $755,972 - $818,474	-10,263 Reduced 39.79%	15,533 $1.2 Million
Q3 2022 Nov 10, 2022	SELL	$74.85 - $82.96 $625,147 - $692,881	-8,352 Reduced 24.46%	25,796 $1.95 Million
Q2 2022 Aug 04, 2022	SELL	$78.1 - $85.93 $403,855 - $444,344	-5,171 Reduced 13.15%	34,148 $2.73 Million
Q1 2022 Apr 20, 2022	SELL	$85.05 - $92.24 $12.6 Million - $13.7 Million	-148,301 Reduced 79.04%	39,319 $3.38 Million
Q4 2021 Jan 21, 2022	BUY	$92.55 - $94.67 $3.31 Million - $3.38 Million	35,716 Added 23.51%	187,620 $17.4 Million
Q3 2021 Nov 09, 2021	SELL	$94.41 - $96.13 $4.1 Million - $4.17 Million	-43,416 Reduced 22.23%	151,904 $14.3 Million
Q2 2021 Jul 29, 2021	BUY	$92.83 - $95.07 $4.7 Million - $4.81 Million	50,586 Added 34.95%	195,320 $18.6 Million
Q1 2021 May 13, 2021	BUY	$92.62 - $97.02 $13.3 Million - $13.9 Million	143,346 Added 10327.52%	144,734 $13.5 Million
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $132,373 - $134,871	1,388 New	1,388 $135,000

Others Institutions Holding VCIT

# of Institutions

1,216

Shares Held

498M

Call Options Held

37.7K

Put Options Held

400

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About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Concord Wealth Partners Vanguard Intermediate Term Cor Transaction History