Source Financial Advisors LLC Vanguard Intermediate Term Cor Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Source Financial Advisors LLC holds 10,726 shares of VCIT stock, worth $896,264. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,726
Previous 11,680
8.17%
Holding current value
$896,264
Previous $933,000
3.75%
% of portfolio
0.27%
Previous 0.29%
Shares
16 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