Shared Vision Wealth Group LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

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 8,885 shares of VTIP stock, worth $446,115. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,885

Previous 8,885 -0.0%

Holding current value

$446,115

Previous $430 Million 3.06%

% of portfolio

0.24%

Previous 0.23%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	SELL	$48.33 - $49.08 $29,964 - $30,429	-620 Reduced 6.52%	8,885 $430 Million
Q2 2024 Jul 23, 2024	BUY	$47.74 - $48.54 $29,598 - $30,094	620 Added 6.98%	9,505 $461 Million
Q4 2023 Feb 07, 2024	BUY	$46.72 - $48.12 $415,107 - $427,546	8,885 New	8,885 $422 Million

Others Institutions Holding VTIP

# of Institutions

841

Shares Held

171M

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

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Shared Vision Wealth Group LLC Vanguard Sht Trm Inflt Prot Fd Transaction History