Addison Advisors LLC VTIP Holdings History
Addison Advisors LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Addison Advisors LLC held 298,745.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $14.91 Mil. This investment constitutes 4.07% of their stock portfolio, and Addison Advisors LLC now holds 0.11% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2021Q4. And since then Addison Advisors LLC has made 6 purchases of VTIP, at an average price of $49.18, for a total of 347,349.00 shares. In addition, there have been 8 sales at an average price of $47.31 for 48,604.00 shares. Based on historical transaction data and VTIP's current price of $50.12, Addison Advisors LLC's estimated gain on his VTIP holdings is $189,793.70, reflecting a 1.11% gain to date.
Addison Advisors LLC VTIP ($50.12) Holding Chart
Addison Advisors LLC VTIP ($50.12) 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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