Tl Private Wealth Vanguard Intermediate Term Cor Transaction History

Tl Private Wealth

$220 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$73.81 - $81.64 $201,132 - $222,469	2,725 Added 81.15%	6,083 $494,000
Q3 2023 Oct 10, 2023	BUY	$75.83 - $79.4 $254,637 - $266,625	3,358 New	3,358 $255,000

Others Institutions Holding VCIT

# of Institutions

1,282

Shares Held

497M

Call Options Held

29K

Put Options Held

7.8K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

92.8M
Shares

$7.45 Billion
3.01% of portfolio
Bank Of America Corp Charlotte, NC

63.7M
Shares

$5.12 Billion
0.44% of portfolio
Jpmorgan Chase & CO New York, NY

50.2M
Shares

$4.03 Billion
0.33% of portfolio
Creative Planning Overland Park, KS

24.6M
Shares

$1.98 Billion
1.93% of portfolio
Prudential PLC London, England, X0

19.8M
Shares

$1.59 Billion
8.12% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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