Surience Private Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Surience Private Wealth LLC

$76.2 Million
Q4 2024

A detailed history of Surience Private Wealth LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Surience Private Wealth LLC holds 56,598 shares of VTIP stock, worth $2.82 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares

56,598

Holding current value

$2.82 Million

% of portfolio

3.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$48.33 - $49.08 $2.74 Million - $2.78 Million	56,598 New	56,598 $2.74 Million
Q2 2023 Aug 07, 2023	SELL	$47.37 - $48.0 $3.09 Million - $3.13 Million	-65,225 Reduced 86.27%	10,379 $492,000
Q1 2023 May 04, 2023	SELL	$46.62 - $47.83 $1.42 Million - $1.45 Million	-30,391 Reduced 28.67%	75,604 $3.62 Million
Q4 2022 Feb 14, 2023	BUY	$46.71 - $48.22 $473,732 - $489,047	10,142 Added 10.58%	105,995 $4.95 Million
Q3 2022 Nov 10, 2022	BUY	$48.11 - $50.34 $4.15 Million - $4.35 Million	86,332 Added 906.75%	95,853 $4.61 Million
Q1 2022 Apr 20, 2022	BUY	$50.6 - $52.11 $481,762 - $496,139	9,521 New	9,521 $488,000

Others Institutions Holding VTIP

# of Institutions

824

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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Surience Private Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History