Shared Vision Wealth Group LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,505 shares of VTIP stock, worth $464,414. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,505
Previous 8,885
6.98%
Holding current value
$464,414
Previous $426 Million
8.43%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
778Shares 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$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio