Soundmark Wealth Management, LLC Vanguard Intermediate Term Cor Transaction History
Soundmark Wealth Management, LLC
- $225 Million
- Q1 2024
A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 94,935 shares of VCIT stock, worth $7.61 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
94,935
Previous 99,813
4.89%
Holding current value
$7.61 Million
Previous $8.11 Million
5.78%
% of portfolio
3.39%
Previous 4.01%
Shares
14 transactions
Others Institutions Holding VCIT
# of Institutions
1,107Shares Held
463MCall Options Held
87.4KPut Options Held
22.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa82.8MShares$6.64 Billion3.13% of portfolio
-
Jpmorgan Chase & CO New York, NY62.6MShares$5.02 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC59.9MShares$4.8 Billion0.46% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$1.88 Billion2.09% of portfolio
-
Japan Science & Technology Agency Tokyo, M017.1MShares$1.37 Billion17.14% of portfolio