Accurate Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Accurate Wealth Management, LLC

$482 Million
Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,508 shares of VTIP stock, worth $274,628. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,508

Holding current value

$274,628

% of portfolio

0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$48.43 - $49.86 $266,752 - $274,628	5,508 New	5,508 $274,000
Q2 2024 Jul 17, 2024	SELL	$47.74 - $48.54 $231,204 - $235,079	-4,843 Reduced 53.6%	4,193 $203,000
Q1 2024 Apr 22, 2024	SELL	$47.38 - $47.91 $31,697 - $32,051	-669 Reduced 6.89%	9,036 $432,000
Q4 2023 Jan 12, 2024	SELL	$46.72 - $48.12 $84,516 - $87,049	-1,809 Reduced 15.71%	9,705 $460,000
Q3 2023 Oct 23, 2023	SELL	$46.9 - $47.47 $146,374 - $148,153	-3,121 Reduced 21.33%	11,514 $544,000
Q2 2023 Jul 24, 2023	BUY	$47.37 - $48.0 $92,229 - $93,456	1,947 Added 15.35%	14,635 $693,000
Q1 2023 Apr 13, 2023	BUY	$46.62 - $47.83 $129,743 - $133,110	2,783 Added 28.1%	12,688 $606,000
Q4 2022 Jan 11, 2023	BUY	$46.71 - $48.22 $462,662 - $477,619	9,905 New	9,905 $0

Others Institutions Holding VTIP

# of Institutions

824

Shares Held

1.08B

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

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Accurate Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History