Modern Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History

Modern Wealth Management, LLC

$1.37 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$79.39 - $81.28 $277,865 - $284,480	3,500 New	3,500 $277 Million

Others Institutions Holding VCIT

# of Institutions

1,129

Shares Held

468M

Call Options Held

42.6K

Put Options Held

700

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

89.8M
Shares

$7.44 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

60M
Shares

$4.97 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

46M
Shares

$3.81 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

23.7M
Shares

$1.96 Billion
2.02% of portfolio
Prudential PLC London, England, X0

22.7M
Shares

$1.88 Billion
12.71% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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