Schwallier Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Schwallier Wealth Management LLC
- $131 Billion
- Q4 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 75,507 shares of VTIP stock, worth $3.79 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
75,507
Previous 68,700
9.91%
Holding current value
$3.79 Million
Previous $3.39 Billion
7.92%
% of portfolio
2.78%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
837Shares Held
161MCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio