Opal Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	SELL	$77.99 - $80.49 $2,963 - $3,058	-38 Reduced 9.22%	374 $29,000
Q1 2024 Apr 11, 2024	BUY	$79.39 - $81.28 $32,708 - $33,487	412 New	412 $33,000

Others Institutions Holding VCIT

# of Institutions

1,172

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.16 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.93 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.82 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.95 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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