Capital Advisors Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 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 334,556 shares of VCIT stock, worth $27.7 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
334,556
Previous 319,479
4.72%
Holding current value
$27.7 Million
Previous $25.7 Million
3.97%
% of portfolio
5.31%
Previous 5.35%
Shares
13 transactions
Others Institutions Holding VCIT
# of Institutions
1,129Shares Held
468MCall Options Held
42.6KPut Options Held
700-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa89.8MShares$7.44 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC60MShares$4.97 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY46MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS23.7MShares$1.96 Billion2.02% of portfolio
-
Prudential PLC London, England, X022.7MShares$1.88 Billion12.71% of portfolio