Holistic Planning, LLC Vanguard Intermediate Term Cor Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Holistic Planning, LLC holds 4,999 shares of VCIT stock, worth $406,568. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,999
Previous 5,123
2.42%
Holding current value
$406,568
Previous $429 Million
6.48%
% of portfolio
0.15%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VCIT
# of Institutions
1,272Shares Held
493MCall Options Held
29KPut Options Held
7.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.55 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC63.7MShares$5.18 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY50.2MShares$4.08 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS24.6MShares$2 Billion1.93% of portfolio
-
Prudential PLC London, England, X019.8MShares$1.61 Billion8.12% of portfolio