Grand Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Grand Wealth Management, LLC
- $180 Million
- Q2 2025
A detailed history of Grand Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Grand Wealth Management, LLC holds 5,453 shares of VTIP stock, worth $273,249. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,453
Previous 6,492
16.0%
Holding current value
$273,249
Previous $323,000
15.17%
% of portfolio
0.15%
Previous 0.19%
Shares
15 transactions
Others Institutions Holding VTIP
# of Institutions
885Shares Held
178MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$744 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$437 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$308 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$307 Million1.84% of portfolio