Tci Wealth Advisors, Inc. Vanguard Intermediate Term Cor Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$77.23 - $81.35 $9,576 - $10,087	-124 Reduced 35.73%	223 $17,000
Q4 2022 Feb 06, 2023	BUY	$73.66 - $79.75 $9,133 - $9,889	124 Added 55.61%	347 $26,000
Q4 2021 Jan 24, 2022	SELL	$92.55 - $94.67 $13,882 - $14,200	-150 Reduced 40.21%	223 $21,000
Q3 2021 Oct 29, 2021	BUY	$94.41 - $96.13 $14,161 - $14,419	150 Added 67.26%	373 $35,000
Q2 2020 Jul 20, 2020	SELL	$86.24 - $95.36 $2,069 - $2,288	-24 Reduced 9.72%	223 $21,000
Q1 2020 Apr 14, 2020	BUY	$78.83 - $94.82 $472 - $568	6 Added 2.49%	247 $22,000
Q4 2019 Jan 27, 2020	BUY	$90.42 - $91.79 $2,170 - $2,202	24 Added 11.06%	241 $22,000
Q2 2019 Jul 23, 2019	BUY	N/A	151 Added 228.79%	217 $19,000
Q1 2019 Apr 11, 2019	SELL	N/A	-409 Reduced 86.11%	66 $6,000
Q4 2018 Jan 17, 2019	BUY	N/A	359 Added 309.48%	475 $39,000
Q3 2018 Nov 02, 2018	BUY	N/A	116 New	116 $10,000

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

Ticker VCIT
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