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

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

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 20,286 shares of VTIP stock, worth $1.01 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
20,286
Previous 10,503 93.14%
Holding current value
$1.01 Million
Previous $508,000 99.21%
% of portfolio
0.35%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$48.43 - $49.9 $473,790 - $488,171
9,783 Added 93.14%
20,286 $1.01 Million
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
856
Shares Held
174M
Call Options Held
15.2K
Put Options Held
0
View Full List

About VANGUARD SHT TRM INFLT-PROT FD

VTIP Quotes by TradingView
  • Ticker VTIP
  • Sector ETFs
  • Industry ETFs
More about VTIP
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email