Luminvest Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 162,821 shares of VCIT stock, worth $13.2 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
162,821
Previous 116,065
40.28%
Holding current value
$13.2 Million
Previous $9.42 Billion
44.35%
% of portfolio
5.64%
Previous 4.42%
Shares
4 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$7.17 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.94 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