Hillcrest Wealth Advisors Ny, LLC Vanguard Intermediate Term Cor Transaction History

Hillcrest Wealth Advisors Ny, LLC

$210 Million
Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 103,520 shares of VCIT stock, worth $8.32 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

103,520

Previous 45,505 127.49%

Holding current value

$8.32 Million

Previous $3.81 Million 118.03%

% of portfolio

3.95%

Previous 1.9%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$80.13 - $83.77 $4.65 Million - $4.86 Million	58,015 Added 127.49%	103,520 $8.31 Million
Q3 2024 Oct 17, 2024	BUY	$79.29 - $84.02 $1.46 Million - $1.55 Million	18,475 Added 68.35%	45,505 $3.81 Million
Q2 2024 Jul 18, 2024	SELL	$77.99 - $80.49 $40,944 - $42,257	-525 Reduced 1.91%	27,030 $2.16 Million
Q4 2023 Jan 12, 2024	SELL	$73.81 - $81.64 $126,215 - $139,604	-1,710 Reduced 5.84%	27,555 $2.24 Million
Q3 2023 Oct 17, 2023	BUY	$75.83 - $79.4 $37,915 - $39,700	500 Added 1.74%	29,265 $2.22 Million
Q4 2022 Feb 08, 2023	SELL	$73.66 - $79.75 $60,401 - $65,395	-820 Reduced 2.77%	28,765 $2.23 Million
Q3 2022 Nov 03, 2022	SELL	$74.85 - $82.96 $179,640 - $199,103	-2,400 Reduced 7.5%	29,585 $2.24 Million
Q2 2022 Aug 02, 2022	SELL	$78.1 - $85.93 $273,350 - $300,755	-3,500 Reduced 9.86%	31,985 $2.56 Million
Q1 2022 May 09, 2022	BUY	$85.05 - $92.24 $113,116 - $122,679	1,330 Added 3.89%	35,485 $3.05 Million
Q4 2021 Feb 04, 2022	BUY	$92.55 - $94.67 $775,106 - $792,861	8,375 Added 32.49%	34,155 $3.17 Million
Q3 2021 Oct 26, 2021	BUY	$94.41 - $96.13 $350,827 - $357,219	3,716 Added 16.84%	25,780 $2.43 Million
Q2 2021 Aug 03, 2021	SELL	$92.83 - $95.07 $205,247 - $210,199	-2,211 Reduced 9.11%	22,064 $2.1 Million
Q1 2021 Apr 28, 2021	BUY	$92.62 - $97.02 $937,314 - $981,842	10,120 Added 71.49%	24,275 $2.26 Million
Q4 2020 Feb 03, 2021	BUY	$95.37 - $97.17 $224,119 - $228,349	2,350 Added 19.91%	14,155 $1.38 Million
Q3 2020 Oct 21, 2020	BUY	$95.12 - $97.1 $456,576 - $466,080	4,800 Added 68.52%	11,805 $1.13 Million
Q2 2020 Aug 03, 2020	SELL	$86.24 - $95.36 $101,332 - $112,048	-1,175 Reduced 14.36%	7,005 $666,000
Q1 2020 Apr 28, 2020	BUY	$78.83 - $94.82 $644,829 - $775,627	8,180 New	8,180 $712,000

Others Institutions Holding VCIT

# of Institutions

1,172

Shares Held

482M

Call Options Held

37.7K

Put Options Held

125K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Hillcrest Wealth Advisors Ny, LLC Vanguard Intermediate Term Cor Transaction History