First Purpose Wealth LLC Vanguard Intermediate Term Cor Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,646 shares of VCIT stock, worth $645,016. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,646

Previous 6,218 22.97%

Holding current value

$645,016

Previous $505,000 21.78%

% of portfolio

0.22%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$79.39 - $81.28 $113,368 - $116,067	1,428 Added 22.97%	7,646 $615,000
Q4 2023 Apr 22, 2024	BUY	$73.81 - $81.64 $45,319 - $50,126	614 Added 10.96%	6,218 $505,000
Q3 2023 Oct 30, 2023	BUY	$75.83 - $79.4 $15,090 - $15,800	199 Added 3.68%	5,604 $425,000
Q2 2023 Jul 21, 2023	SELL	$78.33 - $80.78 $17,075 - $17,610	-218 Reduced 3.88%	5,405 $427,000
Q1 2023 May 03, 2023	BUY	$77.23 - $81.35 $116,926 - $123,163	1,514 Added 36.85%	5,623 $451,000
Q4 2022 Jan 26, 2023	SELL	$73.66 - $79.75 $61,579 - $66,671	-836 Reduced 16.91%	4,109 $0
Q3 2022 Oct 24, 2022	BUY	$74.85 - $82.96 $16,766 - $18,583	224 Added 4.74%	4,945 $374,000
Q2 2022 Jul 25, 2022	SELL	$78.1 - $85.93 $92,314 - $101,569	-1,182 Reduced 20.02%	4,721 $378,000
Q1 2022 Apr 18, 2022	SELL	$85.05 - $92.24 $333,140 - $361,304	-3,917 Reduced 39.89%	5,903 $508,000
Q4 2021 Feb 24, 2022	BUY	$92.55 - $94.67 $908,841 - $929,659	9,820 New	9,820 $911,000

Others Institutions Holding VCIT

# of Institutions

1,357

Shares Held

516M

Call Options Held

34.7K

Put Options Held

200

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About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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First Purpose Wealth LLC Vanguard Intermediate Term Cor Transaction History