Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 20,650 shares of VCIT stock, worth $1.66 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

20,650

Previous 19,559 5.58%

Holding current value

$1.66 Million

Previous $1.64 Billion 1.19%

% of portfolio

0.34%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$80.13 - $83.77 $87,421 - $91,393	1,091 Added 5.58%	20,650 $1.66 Billion
Q3 2024 Oct 28, 2024	BUY	$79.29 - $84.02 $100,698 - $106,705	1,270 Added 6.94%	19,559 $1.64 Billion
Q2 2024 Sep 11, 2024	BUY	$77.99 - $80.49 $311,726 - $321,718	3,997 Added 27.97%	18,289 $1.46 Billion
Q1 2024 Sep 11, 2024	BUY	$79.39 - $81.28 $93,362 - $95,585	1,176 Added 8.97%	14,292 $1.15 Billion
Q4 2023 Sep 11, 2024	BUY	$73.81 - $81.64 $453,636 - $501,759	6,146 Added 88.18%	13,116 $1.07 Billion
Q3 2023 Sep 11, 2024	BUY	$75.83 - $79.4 $86,067 - $90,119	1,135 Added 19.45%	6,970 $530 Million
Q2 2023 Sep 11, 2024	SELL	$78.33 - $80.78 $1,409 - $1,454	-18 Reduced 0.31%	5,835 $461 Million
Q1 2023 Sep 11, 2024	SELL	$77.23 - $81.35 $208,907 - $220,051	-2,705 Reduced 31.61%	5,853 $470 Million
Q4 2022 Sep 11, 2024	BUY	$73.66 - $79.75 $630,382 - $682,500	8,558 New	8,558 $663 Million

Others Institutions Holding VCIT

# of Institutions

1,239

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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Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History