Exencial Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 193,568 shares of VCIT stock, worth $15.4 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
193,568
Previous 192,476
0.57%
Holding current value
$15.4 Million
Previous $15.4 Million
5.38%
% of portfolio
0.6%
Previous 0.59%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
483MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.03 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.84 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.75 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.91 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.64 Billion8.85% of portfolio