Jeppson Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 166,196 shares of VTIP stock, worth $8.07 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

166,196

Previous 169,342 1.86%

Holding current value

$8.07 Million

Previous $8.04 Million 1.03%

% of portfolio

3.09%

Previous 3.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$47.38 - $47.91 $149,057 - $150,724	-3,146 Reduced 1.86%	166,196 $7.96 Million
Q4 2023 Jan 11, 2024	BUY	$46.72 - $48.12 $2.23 Million - $2.3 Million	47,750 Added 39.27%	169,342 $8.04 Million
Q3 2023 Oct 25, 2023	BUY	$46.9 - $47.47 $742,989 - $752,019	15,842 Added 14.98%	121,592 $5.75 Million
Q2 2023 Jul 31, 2023	SELL	$47.37 - $48.0 $341,206 - $345,744	-7,203 Reduced 6.38%	105,750 $5.01 Million
Q1 2023 Apr 27, 2023	SELL	$46.62 - $47.83 $8.38 Million - $8.6 Million	-179,813 Reduced 61.42%	112,953 $5.4 Million

Q4 2022 Jan 27, 2023	SELL	$46.71 - $48.22 $10.5 Million - $10.8 Million	-224,002 Reduced 43.35%	292,766 $0
Q3 2022 Oct 20, 2022	BUY	N/A	34,668 Added 7.19%	516,768 $24.9 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-59,364 Reduced 10.96%	482,100 $24.2 Million
Q1 2022 Apr 27, 2022	BUY	N/A	14,651 Added 2.78%	541,464 $27.7 Million
Q4 2021 Jan 19, 2022	SELL	N/A	-158,616 Reduced 23.14%	526,813 $27.1 Million
Q3 2021 Nov 17, 2021	BUY	N/A	86,617 Added 14.46%	685,429 $36 Million
Q2 2021 Jul 20, 2021	BUY	N/A	29,812 Added 5.24%	598,812 $31.4 Million
Q1 2021 May 19, 2021	BUY	N/A	197,679 Added 53.24%	569,000 $29.3 Million
Q4 2020 Mar 05, 2021	BUY	N/A	175,071 Added 89.21%	371,321 $19 Million
Q3 2020 Nov 19, 2020	BUY	N/A	196,250 New	196,250 $10 Million

Others Institutions Holding VTIP

# of Institutions

759

Shares Held

133M

Call Options Held

27K

Put Options Held

1.5K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
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Jeppson Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History