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

Meritas Wealth Management, LLC

$162 Billion
Q3 2024

A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 96,334 shares of VTIP stock, worth $4.71 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

96,334

Previous 90,578 6.35%

Holding current value

$4.71 Million

Previous $4.4 Billion 8.04%

% of portfolio

2.94%

Previous 3.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$48.06 - $49.39 $276,633 - $284,288	5,756 Added 6.35%	96,334 $4.75 Billion
Q2 2024 Jul 24, 2024	BUY	$47.74 - $48.54 $101,304 - $103,001	2,122 Added 2.4%	90,578 $4.4 Billion
Q1 2024 Apr 17, 2024	SELL	$47.38 - $47.91 $49,464 - $50,018	-1,044 Reduced 1.17%	88,456 $4.24 Billion
Q4 2023 Jan 10, 2024	SELL	$46.72 - $48.12 $475,843 - $490,102	-10,185 Reduced 10.22%	89,500 $4.25 Billion
Q3 2023 Oct 24, 2023	BUY	$46.9 - $47.47 $130,428 - $132,014	2,781 Added 2.87%	99,685 $4.71 Billion
Q2 2023 Sep 05, 2023	BUY	$47.37 - $48.0 $14,637 - $14,832	309 Added 0.32%	96,904 $4.6 Billion
Q1 2023 Sep 05, 2023	BUY	$46.62 - $47.83 $287,365 - $294,824	6,164 Added 6.82%	96,595 $4.62 Billion
Q4 2022 Sep 05, 2023	BUY	$46.71 - $48.22 $4.22 Million - $4.36 Million	90,431 New	90,431 $4.22 Billion

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