Source Financial Advisors LLC Vanguard Intermediate Term Cor Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Source Financial Advisors LLC holds 10,726 shares of VCIT stock, worth $874,705. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,726

Previous 11,680 8.17%

Holding current value

$874,705

Previous $933,000 3.75%

% of portfolio

0.27%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$79.29 - $84.02 $75,642 - $80,155	-954 Reduced 8.17%	10,726 $898,000
Q2 2024 Jul 17, 2024	SELL	$77.99 - $80.49 $32,599 - $33,644	-418 Reduced 3.46%	11,680 $933,000
Q1 2024 May 01, 2024	SELL	$79.39 - $81.28 $611,858 - $626,424	-7,707 Reduced 38.91%	12,098 $974,000
Q4 2023 Jan 11, 2024	SELL	$73.81 - $81.64 $31,147 - $34,452	-422 Reduced 2.09%	19,805 $1.61 Million
Q3 2023 Oct 26, 2023	SELL	$75.83 - $79.4 $216,570 - $226,766	-2,856 Reduced 12.37%	20,227 $1.54 Million
Q2 2023 Jul 24, 2023	BUY	$78.33 - $80.78 $199,349 - $205,585	2,545 Added 12.39%	23,083 $1.82 Million
Q1 2023 Apr 20, 2023	SELL	$77.23 - $81.35 $33,363 - $35,143	-432 Reduced 2.06%	20,538 $1.65 Million
Q4 2022 Jan 31, 2023	SELL	$73.66 - $79.75 $364,469 - $394,603	-4,948 Reduced 19.09%	20,970 $1.63 Million
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $214,145 - $237,348	-2,861 Reduced 9.94%	25,918 $1.96 Million
Q2 2022 Aug 15, 2022	SELL	$78.1 - $85.93 $43,267 - $47,605	-554 Reduced 1.89%	28,779 $2.3 Million
Q1 2022 May 16, 2022	SELL	$85.05 - $92.24 $492,694 - $534,346	-5,793 Reduced 16.49%	29,333 $2.52 Million
Q4 2021 Feb 14, 2022	SELL	$92.55 - $94.67 $117,260 - $119,946	-1,267 Reduced 3.48%	35,126 $3.26 Million
Q3 2021 Nov 15, 2021	BUY	$94.41 - $96.13 $39,557 - $40,278	419 Added 1.16%	36,393 $3.44 Million
Q2 2021 Aug 16, 2021	SELL	$92.83 - $95.07 $226,133 - $231,590	-2,436 Reduced 6.34%	35,974 $3.42 Million
Q1 2021 May 17, 2021	BUY	$92.62 - $97.02 $71,224 - $74,608	769 Added 2.04%	38,410 $3.57 Million
Q4 2020 Feb 16, 2021	BUY	$95.37 - $97.17 $3.59 Million - $3.66 Million	37,641 New	37,641 $3.66 Million

Others Institutions Holding VCIT

# of Institutions

1,270

Shares Held

493M

Call Options Held

29K

Put Options Held

7.8K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Account

Source Financial Advisors LLC Vanguard Intermediate Term Cor Transaction History