West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $525 Million
- Q1 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 195,698 shares of VCIT stock, worth $16 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
195,698
Previous 190,306
2.83%
Holding current value
$16 Million
Previous $15.3 Million
4.63%
% of portfolio
3.04%
Previous 2.95%
Shares
6 transactions
Others Institutions Holding VCIT
# of Institutions
1,275Shares Held
496MCall Options Held
29KPut Options Held
7.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.58 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC63.7MShares$5.2 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY50.2MShares$4.1 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS24.6MShares$2.01 Billion1.93% of portfolio
-
Prudential PLC London, England, X019.8MShares$1.62 Billion8.12% of portfolio