Lutz Financial Services LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Lutz Financial Services LLC holds 98,113 shares of VTIP stock, worth $4.92 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

98,113

Previous 105,335 6.86%

Holding current value

$4.92 Million

Previous $5.1 Million 4.02%

% of portfolio

0.4%

Previous 0.41%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$48.43 - $49.9 $349,761 - $360,377	-7,222 Reduced 6.86%	98,113 $4.9 Million
Q4 2024 Feb 03, 2025	BUY	$48.33 - $49.08 $24,551 - $24,932	508 Added 0.48%	105,335 $5.1 Million
Q3 2024 Oct 29, 2024	SELL	$48.06 - $49.39 $109,000 - $112,016	-2,268 Reduced 2.12%	104,827 $5.17 Million
Q2 2024 Jul 29, 2024	SELL	$47.74 - $48.54 $129,948 - $132,125	-2,722 Reduced 2.48%	107,095 $5.2 Million
Q1 2024 May 03, 2024	BUY	$47.38 - $47.91 $223,680 - $226,183	4,721 Added 4.49%	109,817 $5.26 Million
Q4 2023 Feb 07, 2024	SELL	$46.72 - $48.12 $210,006 - $216,299	-4,495 Reduced 4.1%	105,096 $4.99 Million
Q3 2023 Nov 03, 2023	BUY	$46.9 - $47.47 $86,014 - $87,059	1,834 Added 1.7%	109,591 $5.18 Million
Q2 2023 Aug 07, 2023	SELL	$47.37 - $48.0 $412,971 - $418,464	-8,718 Reduced 7.48%	107,757 $5.11 Million
Q1 2023 May 01, 2023	BUY	$46.62 - $47.83 $50,069 - $51,369	1,074 Added 0.93%	116,475 $5.57 Million
Q4 2022 Feb 06, 2023	SELL	$46.71 - $48.22 $3.27 Million - $3.38 Million	-70,070 Reduced 37.78%	115,401 $5.39 Million
Q3 2022 Oct 21, 2022	SELL	$48.11 - $50.34 $2.63 Million - $2.75 Million	-54,687 Reduced 22.77%	185,471 $8.92 Million
Q2 2022 Jul 20, 2022	BUY	$50.05 - $51.06 $1.05 Million - $1.08 Million	21,055 Added 9.61%	240,158 $12 Million
Q1 2022 Apr 25, 2022	BUY	$50.6 - $52.11 $267,016 - $274,984	5,277 Added 2.47%	219,103 $11.2 Million
Q4 2021 Jan 19, 2022	BUY	$51.18 - $52.61 $1.35 Million - $1.39 Million	26,386 Added 14.08%	213,826 $11 Million
Q3 2021 Oct 27, 2021	SELL	$51.92 - $52.8 $366,295 - $372,504	-7,055 Reduced 3.63%	187,440 $9.86 Million
Q2 2021 Jul 26, 2021	BUY	$51.54 - $52.44 $193,326 - $196,702	3,751 Added 1.97%	194,495 $10.2 Million
Q1 2021 Apr 27, 2021	BUY	$51.11 - $51.73 $413,531 - $418,547	8,091 Added 4.43%	190,744 $9.83 Million
Q4 2020 Feb 12, 2021	BUY	$50.63 - $51.32 $69,312 - $70,257	1,369 Added 0.76%	182,653 $9.33 Million
Q3 2020 Nov 05, 2020	SELL	$50.18 - $51.11 $549,922 - $560,114	-10,959 Reduced 5.7%	181,284 $9.25 Million
Q2 2020 Jul 28, 2020	SELL	$48.74 - $50.23 $3.86 Million - $3.97 Million	-79,122 Reduced 29.16%	192,243 $9.65 Million
Q1 2020 Apr 27, 2020	SELL	$46.79 - $49.92 $5.4 Million - $5.76 Million	-115,319 Reduced 29.82%	271,365 $13.2 Million
Q4 2019 Feb 03, 2020	SELL	$49.0 - $49.52 $1.59 Million - $1.61 Million	-32,453 Reduced 7.74%	386,684 $19.1 Million
Q3 2019 Oct 31, 2019	SELL	$49.05 - $49.56 $3.5 Million - $3.54 Million	-71,432 Reduced 14.56%	419,137 $20.6 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-35,432 Reduced 6.74%	490,569 $24.2 Million
Q1 2019 May 06, 2019	BUY	N/A	14,064 Added 2.75%	526,001 $25.6 Million
Q4 2018 Feb 13, 2019	BUY	N/A	29,047 Added 6.02%	511,937 $24.5 Million
Q3 2018 Nov 13, 2018	BUY	N/A	120,304 Added 33.18%	482,890 $23.4 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-539 Reduced 0.15%	362,586 $17.7 Million
Q1 2018 Apr 17, 2018	BUY	N/A	22,305 Added 6.54%	363,125 $17.8 Million
Q4 2017 Apr 17, 2018	BUY	N/A	340,820	340,820 $16.6 Million

Others Institutions Holding VTIP

# of Institutions

859

Shares Held

174M

Call Options Held

15.2K

Put Options Held

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Lutz Financial Services LLC Vanguard Sht Trm Inflt Prot Fd Transaction History