Walled Lake Planning & Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	SELL	$86.24 - $95.36 $344 - $381	-4 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$78.83 - $94.82 $315 - $379	4 New	4 $0

Others Institutions Holding VCIT

# of Institutions

1,149

Shares Held

473M

Call Options Held

42.6K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

89.8M
Shares

$7.25 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

60M
Shares

$4.84 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

46M
Shares

$3.72 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.94 Billion
2.0% of portfolio
Prudential PLC London, England, X0

22.7M
Shares

$1.83 Billion
12.71% of portfolio

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About VANGUARD INTERMEDIATE-TERM COR

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