Burt Wealth Advisors Vanguard Intermediate Term Cor Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$92.62 - $97.02 $72,799 - $76,257	-786 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$78.83 - $94.82 $61,960 - $74,528	786 New	786 $68,000

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

$7.11 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.9 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.79 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
Sector ETFs
Industry ETFs

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