Phillips Financial Management, LLC Vanguard Intermediate Term Cor Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Phillips Financial Management, LLC holds 197,855 shares of VCIT stock, worth $15.9 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
197,855
Previous 211,024
6.24%
Holding current value
$15.9 Million
Previous $16.9 Million
1.76%
% of portfolio
1.32%
Previous 1.43%
Shares
30 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.1 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.89 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.79 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.93 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.66 Billion8.85% of portfolio