Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $524 Billion
- Q2 2025
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 19,276 shares of VCIT stock, worth $1.63 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,276
Previous 22,459
14.17%
Holding current value
$1.63 Million
Previous $1.84 Billion
12.95%
% of portfolio
0.3%
Previous 0.37%
Shares
11 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$8.62 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio