ALTFEST L J & CO INC VTIP Holdings History
ALTFEST L J & CO INC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 394,632.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $19.69 Mil. This investment constitutes 2.47% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.15% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2020Q3. And since then ALTFEST L J & CO INC has made 10 purchases of VTIP, at an average price of $49.73, for a total of 852,489.00 shares. In addition, there have been 9 sales at an average price of $47.87 for 457,857.00 shares. Based on historical transaction data and VTIP's current price of $50.23, ALTFEST L J & CO INC's estimated gain on his VTIP holdings is $-652,045.36, reflecting a -1.54% gain to date.
ALTFEST L J & CO INC VTIP ($50.23) Holding Chart
ALTFEST L J & CO INC VTIP ($50.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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