Cogent Blue Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 77,267 shares of VTIP stock, worth $3.86 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
77,267
Previous 75,508
2.33%
Holding current value
$3.86 Million
Previous $3.66 Billion
5.46%
% of portfolio
3.39%
Previous 3.22%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
833Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46.2 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$432 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$357 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$341 Million2.21% of portfolio