True Private Wealth Advisors Vanguard Intermediate Term Cor Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$78.1 - $85.93 $5,076 - $5,585	65 Added 0.21%	30,312 $2.43 Million
Q1 2022 May 09, 2022	SELL	$85.05 - $92.24 $451,615 - $489,794	-5,310 Reduced 14.93%	30,247 $2.48 Million
Q4 2021 Feb 11, 2022	BUY	$92.55 - $94.67 $312,633 - $319,795	3,378 Added 10.5%	35,557 $3.3 Million
Q3 2021 Nov 05, 2021	BUY	$94.41 - $96.13 $82,797 - $84,306	877 Added 2.8%	32,179 $3.04 Million
Q2 2021 Aug 10, 2021	BUY	$92.83 - $95.07 $122,906 - $125,872	1,324 Added 4.42%	31,302 $2.98 Million
Q1 2021 May 12, 2021	BUY	$92.62 - $97.02 $380,946 - $399,043	4,113 Added 15.9%	29,978 $2.79 Million
Q4 2020 Jan 11, 2021	SELL	$95.37 - $97.17 $181,775 - $185,206	-1,906 Reduced 6.86%	25,865 $2.51 Million
Q3 2020 Oct 09, 2020	BUY	$95.12 - $97.1 $171,786 - $175,362	1,806 Added 6.96%	27,771 $2.66 Million
Q2 2020 Jul 07, 2020	BUY	$86.24 - $95.36 $151,178 - $167,166	1,753 Added 7.24%	25,965 $2.47 Million
Q1 2020 Apr 20, 2020	SELL	$78.83 - $94.82 $95,463 - $114,827	-1,211 Reduced 4.76%	24,212 $2.11 Million
Q4 2019 Jan 27, 2020	BUY	$90.42 - $91.79 $54,071 - $54,890	598 Added 2.41%	25,423 $2.32 Million
Q3 2019 Oct 09, 2019	BUY	$89.94 - $91.25 $194,360 - $197,191	2,161 Added 9.53%	24,825 $2.27 Million
Q2 2019 Aug 01, 2019	BUY	N/A	13,966 Added 160.57%	22,664 $2.04 Million
Q1 2019 Apr 25, 2019	BUY	N/A	208 Added 2.45%	8,698 $755,000
Q4 2018 Jan 14, 2019	BUY	N/A	8,490 New	8,490 $703,000

Others Institutions Holding VCIT

# of Institutions

1,170

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.06 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.86 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.77 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.92 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.65 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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