Schwallier Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Schwallier Wealth Management LLC
- $140 Billion
- Q3 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 68,700 shares of VTIP stock, worth $3.36 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
68,700
Previous 65,789
4.42%
Holding current value
$3.36 Million
Previous $3.19 Billion
6.08%
% of portfolio
2.42%
Previous 2.59%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
758Shares Held
140MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$944 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$472 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.75MShares$282 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.3MShares$210 Million7.93% of portfolio