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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$48.06 - $49.39 $139,902 - $143,774
2,911 Added 4.42%
68,700 $3.39 Billion
Q2 2024

Aug 13, 2024

BUY
$47.74 - $48.54 $3.14 Million - $3.19 Million
65,789 New
65,789 $3.19 Billion

Others Institutions Holding VTIP

About VANGUARD SHT TRM INFLT-PROT FD


  • Ticker VTIP
  • Sector ETFs
  • Industry ETFs
More about VTIP
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.