Exencial Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Exencial Wealth Advisors, LLC

$2.66 Billion
Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 199,449 shares of VCIT stock, worth $16.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

199,449

Previous 193,568 3.04%

Holding current value

$16.1 Million

Previous $16.2 Million 1.25%

% of portfolio

0.6%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$80.13 - $83.77 $471,244 - $492,651	5,881 Added 3.04%	199,449 $16 Million
Q3 2024 Oct 31, 2024	BUY	$79.29 - $84.02 $86,584 - $91,749	1,092 Added 0.57%	193,568 $16.2 Million
Q2 2024 Aug 12, 2024	BUY	$77.99 - $80.49 $229,290 - $236,640	2,940 Added 1.55%	192,476 $15.4 Million
Q1 2024 May 10, 2024	BUY	$79.39 - $81.28 $7.09 Million - $7.26 Million	89,279 Added 89.05%	189,536 $15.3 Million
Q4 2023 Feb 13, 2024	BUY	$73.81 - $81.64 $37,052 - $40,983	502 Added 0.5%	100,257 $8.15 Million
Q3 2023 Nov 08, 2023	BUY	$75.83 - $79.4 $1.41 Million - $1.47 Million	18,531 Added 22.81%	99,755 $7.58 Million
Q2 2023 Aug 10, 2023	BUY	$78.33 - $80.78 $6.36 Million - $6.56 Million	81,224 New	81,224 $6.42 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-30,089 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	N/A	144 Added 0.48%	30,089 $2.51 Million
Q2 2018 Aug 01, 2018	BUY	N/A	29,945 New	29,945 $2.5 Million

Others Institutions Holding VCIT

# of Institutions

1,219

Shares Held

498M

Call Options Held

37.7K

Put Options Held

400

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Exencial Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History