Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
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 2,988 shares of VCIT stock, worth $241,699. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,988
Previous 8,493
64.82%
Holding current value
$241,699
Previous $678,000
63.13%
% of portfolio
0.34%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding VCIT
# of Institutions
1,172Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.16 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.93 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.82 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.95 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio