Erickson Financial Group, LLC Vanguard Intermediate Term Cor Transaction History

Erickson Financial Group, LLC

$140 Million
Q3 2024

A detailed history of Erickson Financial Group, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Erickson Financial Group, LLC holds 81,865 shares of VCIT stock, worth $6.7 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

81,865

Previous 78,722 3.99%

Holding current value

$6.7 Million

Previous $6.29 Million 8.96%

% of portfolio

4.91%

Previous 4.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$79.29 - $84.02 $249,208 - $264,074	3,143 Added 3.99%	81,865 $6.86 Million
Q2 2024 Jul 18, 2024	BUY	$77.99 - $80.49 $57,322 - $59,160	735 Added 0.94%	78,722 $6.29 Million
Q1 2024 Apr 29, 2024	BUY	$79.39 - $81.28 $22,467 - $23,002	283 Added 0.36%	77,987 $6.28 Million
Q4 2023 Jan 18, 2024	SELL	$73.81 - $81.64 $286,973 - $317,416	-3,888 Reduced 4.77%	77,704 $6.32 Million
Q3 2023 Oct 24, 2023	BUY	$75.83 - $79.4 $36,019 - $37,715	475 Added 0.59%	81,592 $6.2 Million
Q2 2023 Jul 13, 2023	BUY	$78.33 - $80.78 $521,051 - $537,348	6,652 Added 8.93%	81,117 $6.41 Million
Q1 2023 Apr 18, 2023	BUY	$77.23 - $81.35 $30,583 - $32,214	396 Added 0.53%	74,465 $5.97 Million
Q4 2022 Jan 17, 2023	SELL	$73.66 - $79.75 $51,414 - $55,665	-698 Reduced 0.93%	74,069 $0
Q3 2022 Oct 17, 2022	SELL	$74.85 - $82.96 $4,715 - $5,226	-63 Reduced 0.08%	74,767 $5.66 Million
Q2 2022 Aug 09, 2022	BUY	$78.1 - $85.93 $5,623 - $6,186	72 Added 0.1%	74,830 $5.99 Million
Q1 2022 May 16, 2022	SELL	$85.05 - $92.24 $243,923 - $264,544	-2,868 Reduced 3.69%	74,758 $6.43 Million
Q4 2021 Apr 01, 2022	BUY	$92.55 - $94.67 $7.18 Million - $7.35 Million	77,626 New	77,626 $7.2 Million

Others Institutions Holding VCIT

# of Institutions

1,172

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Erickson Financial Group, LLC Vanguard Intermediate Term Cor Transaction History