Marcum Wealth, LLC Vanguard Intermediate Term Cor Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	SELL	$77.23 - $81.35 $26,412 - $27,821	-342 Reduced 9.07%	3,427 $274,000
Q4 2022 Jan 12, 2023	SELL	$73.66 - $79.75 $61,874 - $66,990	-840 Reduced 18.23%	3,769 $0
Q3 2022 Oct 11, 2022	BUY	$74.85 - $82.96 $8,383 - $9,291	112 Added 2.49%	4,609 $349,000
Q2 2022 Jul 14, 2022	SELL	$78.1 - $85.93 $4,373 - $4,812	-56 Reduced 1.23%	4,497 $360,000
Q1 2022 Apr 20, 2022	SELL	$85.05 - $92.24 $181,071 - $196,378	-2,129 Reduced 31.86%	4,553 $392,000
Q4 2021 Feb 01, 2022	BUY	$92.55 - $94.67 $8,051 - $8,236	87 Added 1.32%	6,682 $620,000
Q3 2021 Nov 08, 2021	BUY	$94.41 - $96.13 $25,490 - $25,955	270 Added 4.27%	6,595 $623,000
Q2 2021 Aug 10, 2021	BUY	$92.83 - $95.07 $12,067 - $12,359	130 Added 2.1%	6,325 $601,000
Q1 2021 May 11, 2021	BUY	$92.62 - $97.02 $573,780 - $601,038	6,195 New	6,195 $576,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.