Personal Cfo Solutions, LLC Vanguard Intermediate Term Cor Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 18, 2021	SELL	$94.41 - $96.13 $240,651 - $245,035	-2,549 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$78.83 - $94.82 $200,937 - $241,696	2,549 New	2,549 $222,000

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

$7.11 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.9 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.79 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.