Crewe Advisors LLC Vanguard Intermediate Term Cor Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	BUY	$77.99 - $80.49 $703,781 - $726,341	9,024 Added 34.95%	34,845 $2.79 Million
Q1 2024 May 13, 2024	BUY	$79.39 - $81.28 $1.16 Million - $1.19 Million	14,613 Added 130.38%	25,821 $2.08 Million
Q4 2023 Feb 09, 2024	BUY	$73.81 - $81.64 $651,004 - $720,064	8,820 Added 369.35%	11,208 $910,000
Q3 2023 Nov 08, 2023	BUY	$75.83 - $79.4 $79,090 - $82,814	1,043 Added 77.55%	2,388 $181,000
Q1 2023 May 12, 2023	BUY	$77.23 - $81.35 $30,892 - $32,539	400 Added 42.33%	1,345 $107,000
Q4 2022 Feb 07, 2023	SELL	$73.66 - $79.75 $5,524 - $5,981	-75 Reduced 7.35%	945 $73,000
Q2 2022 Aug 02, 2022	BUY	$78.1 - $85.93 $15,619 - $17,186	200 Added 24.39%	1,020 $82,000
Q1 2022 Apr 27, 2022	BUY	$85.05 - $92.24 $56,133 - $60,878	660 Added 412.5%	820 $71,000
Q4 2021 Feb 10, 2022	SELL	$92.55 - $94.67 $170,292 - $174,192	-1,840 Reduced 92.0%	160 $15,000
Q1 2020 May 07, 2020	SELL	$78.83 - $94.82 $18,367 - $22,093	-233 Reduced 10.43%	2,000 $174,000
Q4 2019 Feb 05, 2020	BUY	$90.42 - $91.79 $21,067 - $21,387	233 Added 11.65%	2,233 $204,000
Q3 2019 Nov 06, 2019	SELL	$89.94 - $91.25 $7,465 - $7,573	-83 Reduced 3.98%	2,000 $182,000
Q2 2019 Aug 09, 2019	BUY	N/A	83 Added 4.15%	2,083 $187,000
Q3 2018 Nov 13, 2018	BUY	N/A	2,000 New	2,000 $167,000

Others Institutions Holding VCIT

# of Institutions

1,187

Shares Held

484M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.15 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.92 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.81 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.94 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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