Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 46,928 shares of VCIT stock, worth $3.84 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
46,928
Previous 42,255
11.06%
Holding current value
$3.84 Million
Previous $3.37 Million
13.64%
% of portfolio
1.6%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,312Shares Held
500MCall Options Held
25.2KPut Options Held
173K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$7.98 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.2 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.25 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25MShares$2.05 Billion1.93% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.3 Billion6.61% of portfolio