Avion Wealth Vanguard Intermediate Term Cor Transaction History

Avion Wealth

$382 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$74.85 - $82.96 $2,994 - $3,318	40 New	40 $3,000
Q1 2021 May 06, 2021	SELL	$92.62 - $97.02 $177,645 - $186,084	-1,918 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$95.37 - $97.17 $182,919 - $186,372	1,918 New	1,918 $186,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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