Schwallier Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Schwallier Wealth Management LLC
- $140 Billion
- Q3 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 68,700 shares of VTIP stock, worth $3.36 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
68,700
Previous 65,789
4.42%
Holding current value
$3.36 Million
Previous $3.19 Billion
6.08%
% of portfolio
2.42%
Previous 2.59%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
138MCall Options Held
21.1KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY19.3MShares$943 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio