Capital Advisors Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Capital Advisors Wealth Management, LLC

$556 Million
Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 364,500 shares of VCIT stock, worth $29.3 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares

364,500

Previous 352,104 3.52%

Holding current value

$29.3 Million

Previous $29.5 Million 0.78%

% of portfolio

5.26%

Previous 5.48%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$80.13 - $83.77 $993,291 - $1.04 Million	12,396 Added 3.52%	364,500 $29.3 Million
Q3 2024 Oct 15, 2024	BUY	$79.29 - $84.02 $1.39 Million - $1.47 Million	17,548 Added 5.25%	352,104 $29.5 Million
Q2 2024 Jul 16, 2024	BUY	$77.99 - $80.49 $1.18 Million - $1.21 Million	15,077 Added 4.72%	334,556 $26.7 Million
Q1 2024 Apr 12, 2024	SELL	$79.39 - $81.28 $535,803 - $548,558	-6,749 Reduced 2.07%	319,479 $25.7 Million
Q4 2023 Jan 08, 2024	BUY	$73.81 - $81.64 $1.85 Million - $2.04 Million	25,010 Added 8.3%	326,228 $26.5 Million
Q3 2023 Oct 10, 2023	BUY	$75.83 - $79.4 $214,902 - $225,019	2,834 Added 0.95%	301,218 $22.9 Million
Q2 2023 Jul 11, 2023	BUY	$78.33 - $80.78 $2.57 Million - $2.65 Million	32,763 Added 12.33%	298,384 $23.6 Million
Q1 2023 Apr 14, 2023	BUY	$77.23 - $81.35 $6.84 Million - $7.21 Million	88,621 Added 50.07%	265,621 $21.3 Million
Q4 2022 Feb 09, 2023	BUY	$73.66 - $79.75 $5.5 Million - $5.95 Million	74,617 Added 72.88%	177,000 $13.7 Million
Q3 2022 Nov 14, 2022	BUY	$74.85 - $82.96 $7.66 Million - $8.49 Million	102,383 New	102,383 $7.75 Million
Q1 2022 May 09, 2022	SELL	$85.05 - $92.24 $2.07 Million - $2.25 Million	-24,392 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$92.55 - $94.67 $30,819 - $31,525	333 Added 1.38%	24,392 $2.26 Million
Q3 2021 Nov 12, 2021	BUY	$94.41 - $96.13 $30,211 - $30,761	320 Added 1.35%	24,059 $2.27 Million
Q2 2021 Aug 13, 2021	SELL	$92.83 - $95.07 $186,866 - $191,375	-2,013 Reduced 7.82%	23,739 $2.26 Million
Q1 2021 Apr 20, 2021	BUY	$92.62 - $97.02 $2.39 Million - $2.5 Million	25,752 New	25,752 $2.4 Million

Others Institutions Holding VCIT

# of Institutions

1,172

Shares Held

482M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Capital Advisors Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History