Balanced Rock Investment Advisor Vanguard Sht Trm Inflt Prot Fd Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 39,711 shares of VTIP stock, worth $1.94 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
39,711
Previous 39,123
1.5%
Holding current value
$1.94 Million
Previous $1.87 Billion
2.88%
% of portfolio
1.62%
Previous 1.6%
Shares
3 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$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
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Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio