Luminvest Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 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 176,953 shares of VCIT stock, worth $14.3 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
176,953
Previous 162,821
8.68%
Holding current value
$14.3 Million
Previous $13.6 Billion
4.44%
% of portfolio
5.73%
Previous 5.64%
Shares
5 transactions
Others Institutions Holding VCIT
# of Institutions
1,201Shares Held
488MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.15 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.92 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio