Holistic Planning, LLC Vanguard Intermediate Term Cor Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Holistic Planning, LLC holds 4,999 shares of VCIT stock, worth $402,019. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,999
Previous 5,123
2.42%
Holding current value
$402,019
Previous $429 Million
6.48%
% of portfolio
0.15%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VCIT
# of Institutions
1,180Shares Held
483MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.12 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.9 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.8 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.66 Billion8.85% of portfolio