Northwest Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 215,861 shares of VTIP stock, worth $10.5 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
215,861
Previous 195,515
10.41%
Holding current value
$10.5 Million
Previous $9.36 Million
11.9%
% of portfolio
2.75%
Previous 2.6%
Shares
12 transactions
Others Institutions Holding VTIP
# of Institutions
762Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$180 Million0.02% of portfolio