Phillips Financial Management, LLC Vanguard Intermediate Term Cor Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

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 156,701 shares of VCIT stock, worth $13.2 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
156,701
Previous 172,528 9.17%
Holding current value
$13.2 Million
Previous $14.3 Million 7.87%
% of portfolio
0.91%
Previous 1.08%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$81.75 - $84.54 $1.29 Million - $1.34 Million
-15,827 Reduced 9.17%
156,701 $13.2 Million
Q2 2025

Jul 30, 2025
SELL
$79.56 - $82.92 $205,662 - $214,348
-2,585 Reduced 1.48%
172,528 $14.3 Million
Q1 2025

Apr 30, 2025
SELL
$79.17 - $82.04 $682,999 - $707,759
-8,627 Reduced 4.7%
175,113 $14.3 Million
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
1,365
Shares Held
511M
Call Options Held
34.7K
Put Options Held
200
View Full List

About VANGUARD INTERMEDIATE-TERM COR

VCIT Quotes by TradingView
  • Ticker VCIT
  • Sector ETFs
  • Industry ETFs
More about VCIT
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email