ATMOS ADVISORY, LLC VTIP Holdings History
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 $49.92, ATMOS ADVISORY, LLC's estimated gain on his VTIP holdings is $746,543.28, reflecting a 5.99% gain to date.
ATMOS ADVISORY, LLC VTIP ($49.92) Holding Chart
ATMOS ADVISORY, LLC VTIP ($49.92) 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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