Baron Silver Stevens Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$78.33 - $80.78 $6,344 - $6,543	81 Added 2.87%	2,901 $229,000
Q1 2023 Apr 18, 2023	SELL	$77.23 - $81.35 $6,255 - $6,589	-81 Reduced 2.79%	2,820 $226,000
Q4 2022 Jan 30, 2023	BUY	$73.66 - $79.75 $213,687 - $231,354	2,901 New	2,901 $224,000
Q1 2021 Apr 27, 2021	SELL	$92.62 - $97.02 $7,502 - $7,858	-81 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$95.37 - $97.17 $7,724 - $7,870	81 New	81 $7,000

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

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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