Phillips Financial Management, LLC Vanguard Intermediate Term Cor Transaction History

Phillips Financial Management, LLC

$1.22 Billion
Q4 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 183,740 shares of VCIT stock, worth $15 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

183,740

Previous 197,855 7.13%

Holding current value

$15 Million

Previous $16.6 Million 11.0%

% of portfolio

1.2%

Previous 1.32%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$80.13 - $83.77 $1.13 Million - $1.18 Million	-14,115 Reduced 7.13%	183,740 $14.7 Million
Q3 2024 Nov 07, 2024	SELL	$79.29 - $84.02 $1.04 Million - $1.11 Million	-13,169 Reduced 6.24%	197,855 $16.6 Million
Q2 2024 Aug 08, 2024	BUY	$77.99 - $80.49 $155,824 - $160,819	1,998 Added 0.96%	211,024 $16.9 Million
Q1 2024 Apr 23, 2024	BUY	$79.39 - $81.28 $432,119 - $442,407	5,443 Added 2.67%	209,026 $16.8 Million
Q4 2023 Jan 25, 2024	BUY	$73.81 - $81.64 $812,352 - $898,529	11,006 Added 5.72%	203,583 $16.5 Million
Q3 2023 Nov 09, 2023	BUY	$75.83 - $79.4 $730,546 - $764,939	9,634 Added 5.27%	192,577 $14.6 Million
Q2 2023 Aug 11, 2023	BUY	$78.33 - $80.78 $573,218 - $591,148	7,318 Added 4.17%	182,943 $14.5 Million
Q1 2023 May 08, 2023	SELL	$77.23 - $81.35 $59,853 - $63,046	-775 Reduced 0.44%	175,625 $14.1 Million
Q4 2022 Jan 24, 2023	SELL	$73.66 - $79.75 $1.17 Million - $1.27 Million	-15,912 Reduced 8.27%	176,400 $0
Q3 2022 Nov 08, 2022	BUY	$74.85 - $82.96 $97,454 - $108,013	1,302 Added 0.68%	192,312 $14.6 Million
Q2 2022 Jul 22, 2022	SELL	$78.1 - $85.93 $1.51 Million - $1.67 Million	-19,379 Reduced 9.21%	191,010 $15.3 Million
Q1 2022 May 06, 2022	BUY	$85.05 - $92.24 $587,015 - $636,640	6,902 Added 3.39%	210,389 $18.1 Million
Q4 2021 Feb 07, 2022	BUY	$92.55 - $94.67 $1.03 Million - $1.06 Million	11,172 Added 5.81%	203,487 $18.9 Million
Q3 2021 Nov 09, 2021	BUY	$94.41 - $96.13 $2.2 Million - $2.24 Million	23,289 Added 13.78%	192,315 $18.2 Million
Q2 2021 Aug 10, 2021	BUY	$92.83 - $95.07 $1.9 Million - $1.95 Million	20,486 Added 13.79%	169,026 $16.1 Million
Q1 2021 May 17, 2021	SELL	$92.62 - $97.02 $1 Million - $1.05 Million	-10,799 Reduced 6.78%	148,540 $13.8 Million
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $672,549 - $685,242	7,052 Added 4.63%	159,339 $15.5 Million
Q3 2020 Nov 06, 2020	SELL	$95.12 - $97.1 $706,931 - $721,647	-7,432 Reduced 4.65%	152,287 $14.6 Million
Q2 2020 Aug 07, 2020	SELL	$86.24 - $95.36 $460,694 - $509,413	-5,342 Reduced 3.24%	159,719 $15.2 Million
Q1 2020 May 15, 2020	BUY	$78.83 - $94.82 $977,334 - $1.18 Million	12,398 Added 8.12%	165,061 $14.2 Million
Q4 2019 Feb 19, 2020	SELL	$90.42 - $91.79 $976,083 - $990,873	-10,795 Reduced 6.6%	152,663 $13.9 Million
Q3 2019 Nov 12, 2019	SELL	$89.94 - $91.25 $445,113 - $451,596	-4,949 Reduced 2.94%	163,458 $14.9 Million
Q2 2019 Aug 06, 2019	BUY	N/A	2,124 Added 1.28%	168,407 $15.1 Million
Q1 2019 May 07, 2019	SELL	N/A	-2,023 Reduced 1.2%	166,283 $14.3 Million
Q4 2018 Feb 04, 2019	BUY	N/A	2,557 Added 1.54%	168,306 $13.9 Million
Q3 2018 Nov 14, 2018	BUY	N/A	20,473 Added 14.09%	165,749 $13.8 Million
Q2 2018 Aug 09, 2018	BUY	N/A	3,949 Added 2.79%	145,276 $12.1 Million
Q1 2018 May 11, 2018	BUY	N/A	10,448 Added 7.98%	141,327 $12 Million
Q4 2017 Feb 01, 2018	BUY	N/A	5,036 Added 4.0%	130,879 $11.4 Million
Q3 2017 Nov 14, 2017	BUY	N/A	2,253 Added 1.82%	125,843 $11.1 Million
Q2 2017 Aug 11, 2017	BUY	N/A	123,590	123,590 $10.8 Million

Others Institutions Holding VCIT

# of Institutions

1,270

Shares Held

493M

Call Options Held

29K

Put Options Held

7.8K

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About VANGUARD INTERMEDIATE-TERM COR

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Phillips Financial Management, LLC Vanguard Intermediate Term Cor Transaction History