West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $573 Million
- Q2 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 194,018 shares of VCIT stock, worth $16.3 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
194,018
Previous 195,698
0.86%
Holding current value
$16.3 Million
Previous $16 Million
0.66%
% of portfolio
2.81%
Previous 3.04%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,344Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.58 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.41 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.36 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.14 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio