Number of Shares
358,581.00
Current Holdings Value*
$17.89 Mil
% of Portfolio
17.19%
Total Estimate Gain
$415,508.43
% of Total Estimate Gain
2.37%

BENNINGFIELD FINANCIAL ADVISORS, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, BENNINGFIELD FINANCIAL ADVISORS, LLC held 358,581.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $17.89 Mil. This investment constitutes 17.19% of their stock portfolio, and BENNINGFIELD FINANCIAL ADVISORS, LLC now holds 0.13% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2024Q4. And since then BENNINGFIELD FINANCIAL ADVISORS, LLC has made 1 purchases of VTIP, at an average price of $48.86, for a total of 358,581.00 shares. Based on historical transaction data and VTIP's current price of $50.02, BENNINGFIELD FINANCIAL ADVISORS, LLC's estimated gain on his VTIP holdings is $415,508.43, reflecting a 2.37% gain to date.

BENNINGFIELD FINANCIAL ADVISORS, LLC VTIP ($50.02) Holding Chart

BENNINGFIELD FINANCIAL ADVISORS, LLC VTIP ($50.02) 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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