Jeppson Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Jeppson Wealth Management, LLC
- $273 Million
- Q1 2025
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 172,277 shares of VTIP stock, worth $8.65 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
172,277
Previous 168,232
2.4%
Holding current value
$8.65 Million
Previous $8.15 Million
5.54%
% of portfolio
3.15%
Previous 2.96%
Shares
19 transactions
Others Institutions Holding VTIP
# of Institutions
836Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46.3 Billion99.4% of portfolio
-
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