Shanker Valleau Wealth Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q1 2025
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 156,274 shares of VTIP stock, worth $7.79 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
156,274
Previous 154,272
1.3%
Holding current value
$7.79 Million
Previous $7.47 Million
4.31%
% of portfolio
2.65%
Previous 2.57%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
826Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.05 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$431 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$356 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$340 Million2.21% of portfolio