Stone Point Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Stone Point Wealth LLC holds 10,503 shares of VTIP stock, worth $523,679. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,503

Previous 11,898 11.72%

Holding current value

$523,679

Previous $586,000 13.31%

% of portfolio

0.17%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$48.33 - $49.08 $67,420 - $68,466	-1,395 Reduced 11.72%	10,503 $508,000
Q3 2024 Oct 31, 2024	SELL	$48.06 - $49.39 $21,386 - $21,978	-445 Reduced 3.61%	11,898 $586,000
Q2 2024 Jul 30, 2024	SELL	$47.74 - $48.54 $248,295 - $252,456	-5,201 Reduced 29.65%	12,343 $599,000
Q1 2024 May 01, 2024	SELL	$47.38 - $47.91 $361,367 - $365,409	-7,627 Reduced 30.3%	17,544 $840,000
Q4 2023 Jan 26, 2024	SELL	$46.72 - $48.12 $639,082 - $658,233	-13,679 Reduced 35.21%	25,171 $1.2 Million
Q3 2023 Oct 25, 2023	SELL	$46.9 - $47.47 $53,372 - $54,020	-1,138 Reduced 2.85%	38,850 $1.84 Million
Q2 2023 Jul 25, 2023	BUY	$47.37 - $48.0 $10,610 - $10,752	224 Added 0.56%	39,988 $1.9 Million
Q1 2023 Apr 20, 2023	BUY	$46.62 - $47.83 $44,055 - $45,199	945 Added 2.43%	39,764 $1.9 Million
Q4 2022 Jan 20, 2023	SELL	$46.71 - $48.22 $1.26 Million - $1.31 Million	-27,064 Reduced 41.08%	38,819 $0
Q3 2022 Nov 03, 2022	SELL	$48.11 - $50.34 $297,560 - $311,352	-6,185 Reduced 8.58%	65,883 $3.17 Million
Q2 2022 Jul 19, 2022	BUY	$50.05 - $51.06 $149,999 - $153,026	2,997 Added 4.34%	72,068 $3.61 Million
Q1 2022 Apr 29, 2022	BUY	$50.6 - $52.11 $1.41 Million - $1.46 Million	27,953 Added 67.98%	69,071 $3.49 Million
Q4 2021 Feb 10, 2022	BUY	$51.18 - $52.61 $2.1 Million - $2.16 Million	41,118 New	41,118 $2.11 Million

Others Institutions Holding VTIP

# of Institutions

827

Shares Held

1.08B

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

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Stone Point Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History