Rooted Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 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 85,189 shares of VCIT stock, worth $6.88 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
85,189
Previous 74,786
13.91%
Holding current value
$6.88 Million
Previous $5.95 Million
15.86%
% of portfolio
3.04%
Previous 2.93%
Shares
6 transactions
Others Institutions Holding VCIT
# of Institutions
1,149Shares Held
472MCall Options Held
42.6KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa89.8MShares$7.25 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC60MShares$4.84 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY46MShares$3.72 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X022.7MShares$1.83 Billion12.71% of portfolio