Accretive Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,849 shares of VCIT stock, worth $715,795. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,849
Previous 8,958
1.22%
Holding current value
$715,795
Previous $716,000
3.49%
% of portfolio
0.32%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding VCIT
# of Institutions
1,166Shares Held
486MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.16 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.93 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.82 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.95 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio