Sunesis Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Sunesis Advisors, LLC

$165 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$77.23 - $81.35 $1.56 Million - $1.65 Million	-20,243 Reduced 48.97%	21,096 $1.69 Million
Q1 2020 Apr 27, 2020	SELL	$78.83 - $94.82 $110,440 - $132,842	-1,401 Reduced 3.28%	41,339 $3.6 Million
Q4 2019 Jan 27, 2020	BUY	$90.42 - $91.79 $1.24 Million - $1.26 Million	13,741 Added 47.38%	42,740 $3.9 Million
Q3 2019 Oct 28, 2019	BUY	$89.94 - $91.25 $705,219 - $715,491	7,841 Added 37.06%	28,999 $2.65 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-1,706 Reduced 7.46%	21,158 $1.9 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-13,087 Reduced 36.4%	22,864 $1.99 Million
Q3 2018 Oct 29, 2018	BUY	N/A	7,563 Added 26.64%	35,951 $3 Million
Q2 2018 Aug 06, 2018	BUY	N/A	28,388 New	28,388 $2.37 Million

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.09 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.88 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.78 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.93 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.66 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

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