Mps Loria Financial Planners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Mps Loria Financial Planners, LLC

$332 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 03, 2021	SELL	$51.11 - $51.73 $232,141 - $234,957	-4,542 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$50.63 - $51.32 $3,493 - $3,541	-69 Reduced 1.5%	4,542 $232,000
Q3 2020 Oct 13, 2020	BUY	$50.18 - $51.11 $8,229 - $8,382	164 Added 3.69%	4,611 $235,000
Q2 2020 Aug 13, 2020	SELL	$48.74 - $50.23 $132,572 - $136,625	-2,720 Reduced 37.95%	4,447 $223,000
Q1 2020 May 01, 2020	BUY	$46.79 - $49.92 $38,695 - $41,283	827 Added 13.04%	7,167 $349,000
Q4 2019 Feb 07, 2020	BUY	$49.0 - $49.52 $4,508 - $4,555	92 Added 1.47%	6,340 $312,000
Q3 2019 Nov 12, 2019	SELL	$49.05 - $49.56 $15,696 - $15,859	-320 Reduced 4.87%	6,248 $306,000
Q2 2019 Jul 31, 2019	BUY	N/A	108 Added 1.67%	6,568 $323,000
Q1 2019 Apr 25, 2019	SELL	N/A	-1,394 Reduced 17.75%	6,460 $314,000
Q4 2018 Jan 10, 2019	SELL	N/A	-138 Reduced 1.73%	7,854 $376,000
Q3 2018 Nov 08, 2018	BUY	N/A	161 Added 2.06%	7,992 $384,000
Q2 2018 Aug 02, 2018	BUY	N/A	185 Added 2.42%	7,831 $383,000
Q1 2018 Apr 20, 2018	BUY	N/A	589 Added 8.35%	7,646 $374,000
Q4 2017 Jan 24, 2018	SELL	N/A	-245 Reduced 3.36%	7,057 $345,000
Q3 2017 Oct 24, 2017	BUY	N/A	30 Added 0.41%	7,302 $361,000
Q2 2017 Sep 18, 2017	BUY	N/A	7,272	7,272 $359,000

Others Institutions Holding VTIP

# of Institutions

752

Shares Held

119M

Call Options Held

21.1K

Put Options Held

1.9K

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