Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 42,255 shares of VCIT stock, worth $3.41 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
42,255
Previous 33,062
27.81%
Holding current value
$3.41 Million
Previous $2.73 Million
23.65%
% of portfolio
1.32%
Previous 1.22%
Shares
8 transactions
Others Institutions Holding VCIT
# of Institutions
1,216Shares Held
498MCall Options Held
37.7KPut Options Held
400-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.48 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.92 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio