Private Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History

Private Wealth Partners, LLC

$1.24 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	$92.62 - $97.02 $370,480 - $388,080	-4,000 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$95.37 - $97.17 $381,480 - $388,680	4,000 New	4,000 $389,000

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

$7.13 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.91 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.8 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.94 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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