Goal Fusion Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 193,907 shares of VCIT stock, worth $15.7 Million. This represents 9.01% of its overall portfolio holdings.
Number of Shares
193,907
Previous 183,805
5.5%
Holding current value
$15.7 Million
Previous $14.7 Million
10.54%
% of portfolio
9.01%
Previous 9.14%
Shares
2 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.16 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.93 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.82 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.95 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.68 Billion8.85% of portfolio