Discipline Wealth Solutions, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Discipline Wealth Solutions, LLC
- $109 Million
- Q1 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,285 shares of VTIP stock, worth $206,065. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,285
Previous 11,628
63.15%
Holding current value
$206,065
Previous $552,000
62.86%
% of portfolio
0.19%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
760Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$956 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$379 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$200 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$188 Million0.02% of portfolio