Diversify Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 67,900 shares of VTIP stock, worth $3.4 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
67,900
Previous 83,685
18.86%
Holding current value
$3.4 Million
Previous $4.05 Billion
16.03%
% of portfolio
0.25%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
856Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio
-
Goldman Sachs Group Inc New York, NY6.12MShares$306 Million0.05% of portfolio