Capital Advisory Group Advisory Services, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 May 28, 2020	SELL	$49.05 - $49.56 $9,368 - $9,465	-191 Closed	0 $0
Q2 2019 May 28, 2020	BUY	N/A	191 New	191 $9,000

Others Institutions Holding VTIP

# of Institutions

779

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

Sei Investments CO Oaks, PA

8.1M
Shares

$396 Million
0.57% of portfolio
Valmark Advisers, Inc.

5.63M
Shares

$275 Million
4.68% of portfolio
Cambridge Associates LLC Boston, MA

4.96M
Shares

$242 Million
11.04% of portfolio
Heritage Wealth Advisors

4.82M
Shares

$235 Million
10.82% of portfolio
Bank Of America Corp Charlotte, NC

3.7M
Shares

$181 Million
0.02% of portfolio

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