Stone Point Wealth LLC Vanguard Intermediate Term Cor Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 2025
A detailed history of Stone Point Wealth LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Stone Point Wealth LLC holds 96,099 shares of VCIT stock, worth $8.08 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
96,099
Previous 99,573
3.49%
Holding current value
$8.08 Million
Previous $8.14 Million
2.13%
% of portfolio
2.51%
Previous 2.8%
Shares
13 transactions
Others Institutions Holding VCIT
# of Institutions
1,344Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.59 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.42 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.36 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.14 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio