Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 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 53,630 shares of VCIT stock, worth $4.52 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
53,630
Previous 50,092
7.06%
Holding current value
$4.52 Million
Previous $4.15 Million
8.6%
% of portfolio
1.46%
Previous 1.51%
Shares
11 transactions
Others Institutions Holding VCIT
# of Institutions
1,352Shares Held
516MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio