West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, West Financial Advisors, LLC holds 188,202 shares of VCIT stock, worth $15.3 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
188,202
Previous 119,363
57.67%
Holding current value
$15.3 Million
Previous $9.54 Million
65.21%
% of portfolio
3.05%
Previous 1.98%
Shares
4 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.17 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.94 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$1.68 Billion8.85% of portfolio