Creative Capital Management Investments LLC Vanguard Intermediate Term Cor Transaction History

Creative Capital Management Investments LLC

$220 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 22, 2024	BUY	$77.23 - $81.35 $99,472 - $104,778	1,288 New	1,288 $103,000
Q1 2023 Apr 24, 2023	BUY	$77.23 - $81.35 $97,155 - $102,338	1,258 Added 4193.33%	1,288 $103,000
Q4 2022 Jan 12, 2023	BUY	$73.66 - $79.75 $2,209 - $2,392	30 New	30 $2,000

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

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About VANGUARD INTERMEDIATE-TERM COR

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