Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History
Wells Financial Advisors Inc
- $71.4 Million
- Q2 2025
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Wells Financial Advisors Inc holds 3,640 shares of VCIT stock, worth $300,773. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,640
Previous 4,256
14.47%
Holding current value
$300,773
Previous $347,000
13.26%
% of portfolio
0.42%
Previous 0.49%
Shares
9 transactions
Others Institutions Holding VCIT
# of Institutions
1,320Shares Held
502MCall Options Held
25.2KPut Options Held
173K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$8.05 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.25 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.29 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25MShares$2.07 Billion1.93% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.31 Billion6.61% of portfolio