Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
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 46,928 shares of VCIT stock, worth $3.83 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
46,928
Previous 42,255
11.06%
Holding current value
$3.83 Million
Previous $3.37 Million
13.64%
% of portfolio
1.6%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,275Shares Held
496MCall Options Held
29KPut Options Held
7.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.58 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC63.7MShares$5.2 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY50.2MShares$4.1 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS24.6MShares$2.01 Billion1.93% of portfolio
-
Prudential PLC London, England, X019.8MShares$1.62 Billion8.12% of portfolio