West Financial Advisors, LLC Vanguard Intermediate Term Cor Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 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 190,306 shares of VCIT stock, worth $15.3 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
190,306
Previous 188,202
1.12%
Holding current value
$15.3 Million
Previous $15.8 Million
3.08%
% of portfolio
2.95%
Previous 3.05%
Shares
5 transactions
Others Institutions Holding VCIT
# of Institutions
1,180Shares Held
483MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.12 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.9 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.8 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.66 Billion8.85% of portfolio