Wbh Advisory Inc Vanguard Intermediate Term Cor Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$75.83 - $79.4 $18,957 - $19,850	-250 Reduced 2.9%	8,369 $635,000
Q2 2023 Jul 12, 2023	BUY	$78.33 - $80.78 $329,925 - $340,245	4,212 Added 95.58%	8,619 $681,000
Q1 2023 Apr 20, 2023	SELL	$77.23 - $81.35 $5,251 - $5,531	-68 Reduced 1.52%	4,407 $353,000
Q3 2022 Oct 18, 2022	BUY	$74.85 - $82.96 $334,953 - $371,246	4,475 New	4,475 $339,000
Q2 2022 Jul 12, 2022	SELL	$78.1 - $85.93 $380,347 - $418,479	-4,870 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$85.05 - $92.24 $322,084 - $349,312	-3,787 Reduced 43.74%	4,870 $0
Q4 2021 Jan 28, 2022	BUY	$92.55 - $94.67 $801,205 - $819,558	8,657 New	8,657 $803,000

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

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