Total Wealth Planning, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
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 64,745 shares of VTIP stock, worth $3.23 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
64,745
Previous 68,150
5.0%
Holding current value
$3.23 Million
Previous $3.3 Million
2.15%
% of portfolio
0.53%
Previous 0.55%
Shares
13 transactions
Others Institutions Holding VTIP
# of Institutions
858Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$740 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$434 Million0.58% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$305 Million1.84% of portfolio
-
Goldman Sachs Group Inc New York, NY6.12MShares$305 Million0.05% of portfolio