West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $602 Million
- Q3 2025
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 197,795 shares of VCIT stock, worth $16.5 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
197,795
Previous 194,018
1.95%
Holding current value
$16.5 Million
Previous $16.1 Million
3.41%
% of portfolio
2.76%
Previous 2.81%
Shares
8 transactions
Others Institutions Holding VCIT
# of Institutions
1,383Shares Held
503MCall Options Held
31.7KPut Options Held
200-
Bank Of America Corp Charlotte, NC82.3MShares$6.88 Billion0.48% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa80.6MShares$6.74 Billion2.5% of portfolio
-
Jpmorgan Chase & CO New York, NY53.3MShares$4.45 Billion0.3% of portfolio
-
Creative Planning Overland Park, KS26.4MShares$2.21 Billion1.72% of portfolio
-
Morgan Stanley New York, NY19.6MShares$1.64 Billion0.1% of portfolio