Shared Vision Wealth Group LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 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 8,885 shares of VTIP stock, worth $434,565. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,885
Previous 9,505
6.52%
Holding current value
$434,565
Previous $469 Million
8.21%
% of portfolio
0.23%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
782Shares Held
168MCall Options Held
14.1KPut Options Held
7.6K-
Wealthfront Advisers LLC22.7MShares$1.11 Billion0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY19.3MShares$943 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$471 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.8MShares$284 Million4.4% of portfolio