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
859Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$931 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$745 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$437 Million0.58% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$307 Million1.84% of portfolio
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Goldman Sachs Group Inc New York, NY6.12MShares$307 Million0.05% of portfolio