River Wealth Advisors LLC Vanguard Intermediate Term Cor Transaction History

River Wealth Advisors LLC

$740 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$73.66 - $79.75 $57,454 - $62,205	-780 Reduced 17.92%	3,572 $276,000
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $10,553 - $11,697	-141 Reduced 3.14%	4,352 $329,000
Q2 2022 Aug 10, 2022	BUY	$78.1 - $85.93 $17,650 - $19,420	226 Added 5.3%	4,493 $360,000
Q1 2022 May 09, 2022	SELL	$85.05 - $92.24 $62,171 - $67,427	-731 Reduced 14.63%	4,267 $367,000
Q4 2021 Feb 11, 2022	SELL	$92.55 - $94.67 $129,477 - $132,443	-1,399 Reduced 21.87%	4,998 $464,000
Q3 2021 Nov 12, 2021	SELL	$94.41 - $96.13 $5,381 - $5,479	-57 Reduced 0.88%	6,397 $604,000
Q2 2021 Aug 06, 2021	BUY	$92.83 - $95.07 $46,229 - $47,344	498 Added 8.36%	6,454 $614,000
Q1 2021 May 11, 2021	BUY	$92.62 - $97.02 $296,476 - $310,561	3,201 Added 116.19%	5,956 $554,000
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $17,452 - $17,782	183 Added 7.12%	2,755 $268,000
Q3 2020 Nov 10, 2020	BUY	$95.12 - $97.1 $244,648 - $249,741	2,572 New	2,572 $246,000
Q1 2019 May 07, 2019	SELL	N/A	-1,139 Closed	0 $0
Q4 2018 Jan 25, 2019	SELL	N/A	-767 Reduced 40.24%	1,139 $94,000
Q3 2018 Nov 09, 2018	BUY	N/A	767 Added 67.34%	1,906 $159,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,139 New	1,139 $95,000

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

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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