Holistic Planning, LLC Vanguard Intermediate Term Cor Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Holistic Planning, LLC holds 5,782 shares of VCIT stock, worth $483,143. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,782
Previous 6,853
15.63%
Holding current value
$483,143
Previous $568 Million
14.42%
% of portfolio
0.13%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VCIT
# of Institutions
1,383Shares Held
503MCall Options Held
31.7KPut Options Held
200-
Bank Of America Corp Charlotte, NC82.3MShares$6.88 Billion0.48% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa80.6MShares$6.74 Billion2.5% of portfolio
-
Jpmorgan Chase & CO New York, NY53.3MShares$4.45 Billion0.3% of portfolio
-
Creative Planning Overland Park, KS26.4MShares$2.21 Billion1.72% of portfolio
-
Morgan Stanley New York, NY19.6MShares$1.64 Billion0.1% of portfolio