Stone Point Wealth LLC Vanguard Intermediate Term Cor Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 2024
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 97,677 shares of VCIT stock, worth $7.87 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
97,677
Previous 81,654
19.62%
Holding current value
$7.87 Million
Previous $6.53 Million
25.34%
% of portfolio
2.68%
Previous 2.38%
Shares
10 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.13 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.91 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.8 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio