Partners In Financial Planning Vanguard Sht Trm Inflt Prot Fd Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Feb 26, 2025	SELL	$48.06 - $49.39 $199,352 - $204,869	-4,148 Closed	0 $0
Q2 2024 Feb 26, 2025	BUY	$47.74 - $48.54 $198,025 - $201,343	4,148 New	4,148 $201 Million
Q1 2024 Feb 26, 2025	SELL	$47.38 - $47.91 $335,118 - $338,867	-7,073 Closed	0 $0
Q4 2023 Feb 26, 2025	BUY	$46.72 - $48.12 $9,110 - $9,383	195 Added 2.84%	7,073 $336 Million
Q3 2023 Mar 04, 2025	BUY	$46.9 - $47.47 $324,970 - $328,919	6,929 New	6,929 $328 Million
Q2 2023 Feb 26, 2025	BUY	$47.37 - $48.0 $189 - $192	4 Added 0.06%	6,878 $326 Million
Q1 2023 Feb 26, 2025	BUY	$46.62 - $47.83 $320,465 - $328,783	6,874 New	6,874 $329 Million
Q4 2022 May 05, 2025	BUY	$46.71 - $48.22 $7,520 - $7,763	161 Added 2.4%	6,874 $321 Million
Q3 2022 May 05, 2025	SELL	$48.11 - $50.34 $3,993 - $4,178	-83 Reduced 1.22%	6,713 $320 Million
Q2 2022 May 05, 2025	BUY	$50.05 - $51.06 $4,504 - $4,595	90 Added 1.34%	6,796 $336 Million
Q1 2022 May 05, 2025	BUY	$50.6 - $52.11 $13,662 - $14,069	270 Added 4.2%	6,706 $340 Million
Q4 2021 May 05, 2025	BUY	$51.18 - $52.61 $329,394 - $338,597	6,436 New	6,436 $327 Million
Q3 2021 May 05, 2025	BUY	$51.92 - $52.8 $2,959 - $3,009	57 Added 0.93%	6,213 $327 Million
Q2 2021 May 05, 2025	BUY	$51.54 - $52.44 $317,280 - $322,820	6,156 New	6,156 $323 Million

Others Institutions Holding VTIP

# of Institutions

886

Shares Held

178M

Call Options Held

15.2K

Put Options Held

0

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