Joseph P. Lucia & Associates, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 5,705 shares of VTIP stock, worth $275,209. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,705
Previous 7,125
19.93%
Holding current value
$275,209
Previous $338,000
19.23%
% of portfolio
0.17%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding VTIP
# of Institutions
764Shares 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$380 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