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

Jeppson Wealth Management, LLC

$279 Million
Q3 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 167,219 shares of VTIP stock, worth $8.17 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

167,219

Previous 166,164 0.63%

Holding current value

$8.17 Million

Previous $8.07 Million 2.23%

% of portfolio

2.96%

Previous 3.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$48.06 - $49.39 $50,703 - $52,106	1,055 Added 0.63%	167,219 $8.25 Million
Q2 2024 Aug 05, 2024	SELL	$47.74 - $48.54 $1,527 - $1,553	-32 Reduced 0.02%	166,164 $8.07 Million
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	$48.11 - $50.34 $1.67 Million - $1.75 Million	34,668 Added 7.19%	516,768 $24.9 Million
Q2 2022 Aug 03, 2022	SELL	$50.05 - $51.06 $2.97 Million - $3.03 Million	-59,364 Reduced 10.96%	482,100 $24.2 Million
Q1 2022 Apr 27, 2022	BUY	$50.6 - $52.11 $741,340 - $763,463	14,651 Added 2.78%	541,464 $27.7 Million
Q4 2021 Jan 19, 2022	SELL	$51.18 - $52.61 $8.12 Million - $8.34 Million	-158,616 Reduced 23.14%	526,813 $27.1 Million
Q3 2021 Nov 17, 2021	BUY	$51.92 - $52.8 $4.5 Million - $4.57 Million	86,617 Added 14.46%	685,429 $36 Million
Q2 2021 Jul 20, 2021	BUY	$51.54 - $52.44 $1.54 Million - $1.56 Million	29,812 Added 5.24%	598,812 $31.4 Million
Q1 2021 May 19, 2021	BUY	$51.11 - $51.73 $10.1 Million - $10.2 Million	197,679 Added 53.24%	569,000 $29.3 Million
Q4 2020 Mar 05, 2021	BUY	$50.63 - $51.32 $8.86 Million - $8.98 Million	175,071 Added 89.21%	371,321 $19 Million
Q3 2020 Nov 19, 2020	BUY	$50.18 - $51.11 $9.85 Million - $10 Million	196,250 New	196,250 $10 Million

Others Institutions Holding VTIP

# of Institutions

756

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
Sector ETFs
Industry ETFs

More about VTIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Account

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