Total Wealth Planning, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 626,767 shares of VCSH stock, worth $49.5 Million. This represents 8.09% of its overall portfolio holdings.
Number of Shares
626,767
Previous 620,505
1.01%
Holding current value
$49.5 Million
Previous $48.4 Million
2.21%
% of portfolio
8.09%
Previous 8.01%
Shares
26 transactions
Others Institutions Holding VCSH
# of Institutions
1,482Shares Held
316MCall Options Held
0Put Options Held
359K-
Bank Of America Corp Charlotte, NC63.9MShares$5.05 Billion0.42% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.65 Billion8.39% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.53 Billion0.11% of portfolio
-
Envestnet Asset Management Inc7.87MShares$622 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$467 Million0.11% of portfolio