Total Wealth Planning, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Total Wealth Planning, LLC holds 68,150 shares of VTIP stock, worth $3.4 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
68,150
Previous 67,618
0.79%
Holding current value
$3.4 Million
Previous $3.33 Million
1.05%
% of portfolio
0.55%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding VTIP
# of Institutions
823Shares 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