ATMOS ADVISORY, LLC VTIP Holdings History

Number of Shares
256,705.00
Current Holdings Value*
$12.81 Mil
% of Portfolio
8.6%
Total Estimate Gain
$751,677.38
% of Total Estimate Gain
6.03%

ATMOS ADVISORY, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, ATMOS ADVISORY, LLC held 256,705.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $12.81 Mil. This investment constitutes 8.6% of their stock portfolio, and ATMOS ADVISORY, LLC now holds 0.1% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2022Q4. And since then ATMOS ADVISORY, LLC has made 8 purchases of VTIP, at an average price of $47.03, for a total of 265,140.00 shares. In addition, there have been 2 sales at an average price of $47.48 for 8,435.00 shares. Based on historical transaction data and VTIP's current price of $49.94, ATMOS ADVISORY, LLC's estimated gain on his VTIP holdings is $751,677.38, reflecting a 6.03% gain to date.

ATMOS ADVISORY, LLC VTIP ($49.94) Holding Chart

ATMOS ADVISORY, LLC VTIP ($49.94) 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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