Trinity Point Wealth, LLC Vanguard Intermediate Term Cor Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 23,330 shares of VCIT stock, worth $1.97 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
23,330
              Previous 23,417
              
        
           0.37%
        
      
          
        Holding current value
$1.97 Million
            Previous $1.96 Million
            
        
           4.54%
        
      
          
        % of portfolio
0.27%
            Previous 0.29%
          
        Shares
	  23 transactions
	
  Others Institutions Holding VCIT
# of Institutions
1,365Shares Held
511MCall Options Held
34.7KPut Options Held
200- 
    
      Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
- 
    
      Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
- 
    
      Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio