Holistic Planning, LLC Vanguard Intermediate Term Cor Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Holistic Planning, LLC holds 6,853 shares of VCIT stock, worth $575,240. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,853
Previous 5,206
31.64%
Holding current value
$575,240
Previous $426 Million
33.51%
% of portfolio
0.16%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VCIT
# of Institutions
1,344Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.58 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.41 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.36 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.14 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio