Wealthspire Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$73.81 - $81.64 $15,795 - $17,470	-214 Reduced 5.25%	3,862 $313,000
Q3 2023 Nov 06, 2023	BUY	$75.83 - $79.4 $22,218 - $23,264	293 Added 7.75%	4,076 $309,000
Q2 2023 Jul 31, 2023	SELL	$78.33 - $80.78 $40,966 - $42,247	-523 Reduced 12.15%	3,783 $298,000
Q1 2023 May 09, 2023	BUY	$77.23 - $81.35 $6,023 - $6,345	78 Added 1.84%	4,306 $345,000
Q4 2022 Feb 13, 2023	SELL	$73.66 - $79.75 $192,841 - $208,785	-2,618 Reduced 38.24%	4,228 $327,000
Q3 2022 Nov 14, 2022	BUY	$74.85 - $82.96 $512,423 - $567,944	6,846 New	6,846 $518,000
Q2 2022 Aug 09, 2022	SELL	$78.1 - $85.93 $316,851 - $348,618	-4,057 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$85.05 - $92.24 $345,047 - $374,217	4,057 New	4,057 $349,000

Others Institutions Holding VCIT

# of Institutions

1,176

Shares Held

483M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.1 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.89 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.79 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
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.