Carlsbad Wealth Advisory Group, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 30,145 shares of VTIP stock, worth $1.48 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
30,145Holding current value
$1.48 Million% of portfolio
0.92%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$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$243 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$236 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio