Elwood & Goetz Wealth Advisory Group, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $412 Million
- Q1 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 168,790 shares of VTIP stock, worth $8.14 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
168,790
Previous 370,562
54.45%
Holding current value
$8.14 Million
Previous $17.6 Million
54.07%
% of portfolio
1.96%
Previous 3.72%
Shares
22 transactions
Others Institutions Holding VTIP
# of Institutions
763Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$959 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio