Dopkins Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 14,503 shares of VTIP stock, worth $728,195. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,503
Previous 10,907
32.97%
Holding current value
$728,195
Previous $528,000
36.93%
% of portfolio
0.38%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding VTIP
# of Institutions
835Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio