Wealthpoint, LLC Vanguard Intermediate Term Cor Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	N/A	-594 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	594 New	594 $49,000

Others Institutions Holding VCIT

# of Institutions

1,216

Shares Held

498M

Call Options Held

37.7K

Put Options Held

400

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

92.8M
Shares

$7.48 Billion
3.01% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.92 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.81 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

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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