Schwallier Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 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 65,789 shares of VTIP stock, worth $3.24 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
65,789Holding current value
$3.24 Million% of portfolio
2.59%Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$399 Million0.57% of portfolio
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Valmark Advisers, Inc.5.63MShares$277 Million4.68% of portfolio
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Cambridge Associates LLC Boston, MA4.96MShares$244 Million11.04% of portfolio
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Heritage Wealth Advisors4.82MShares$237 Million10.82% of portfolio
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Bank Of America Corp Charlotte, NC3.7MShares$182 Million0.02% of portfolio