Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 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 5,770 shares of VCIT stock, worth $486,757. This represents 0.67% of its overall portfolio holdings.
Number of Shares
5,770
Previous 3,640
58.52%
Holding current value
$486,757
Previous $301,000
61.13%
% of portfolio
0.67%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding VCIT
# of Institutions
1,357Shares Held
516MCall 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