Principle Wealth Partners LLC Vanguard Intermediate Term Cor Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$77.99 - $80.49 $1,247 - $1,287	16 Added 0.33%	4,800 $383,000
Q1 2024 Apr 23, 2024	BUY	$79.39 - $81.28 $3,969 - $4,064	50 Added 1.06%	4,784 $385,000
Q4 2023 Feb 05, 2024	BUY	$73.81 - $81.64 $105,917 - $117,153	1,435 Added 43.5%	4,734 $384,000
Q1 2023 May 10, 2023	SELL	$77.23 - $81.35 $3,243 - $3,416	-42 Reduced 1.26%	3,299 $264,000
Q1 2022 May 12, 2022	BUY	$85.05 - $92.24 $3,572 - $3,874	42 Added 1.27%	3,341 $287,000
Q4 2021 Feb 11, 2022	SELL	$92.55 - $94.67 $14,067 - $14,389	-152 Reduced 4.4%	3,299 $306,000
Q3 2021 Nov 16, 2021	BUY	$94.41 - $96.13 $10,573 - $10,766	112 Added 3.35%	3,451 $326,000
Q2 2021 Aug 13, 2021	BUY	$92.83 - $95.07 $36,482 - $37,362	393 Added 13.34%	3,339 $317,000
Q1 2021 May 18, 2021	SELL	$92.62 - $97.02 $242,016 - $253,513	-2,613 Reduced 47.0%	2,946 $274,000
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $530,161 - $540,168	5,559 New	5,559 $540,000
Q3 2020 Nov 16, 2020	SELL	$95.12 - $97.1 $11,224 - $11,457	-118 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$86.24 - $95.36 $10,176 - $11,252	118 New	118 $11,000

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

$7.18 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.95 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.83 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

$1.68 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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