Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $493 Billion
- Q1 2025
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,459 shares of VCIT stock, worth $1.86 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
22,459
Previous 20,650
8.76%
Holding current value
$1.86 Million
Previous $1.66 Billion
10.78%
% of portfolio
0.37%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding VCIT
# of Institutions
1,324Shares Held
503MCall Options Held
25.2KPut Options Held
3.1K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$8.07 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.27 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.3 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.11 Billion1.82% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.32 Billion6.61% of portfolio