Number of Shares
31,593.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.4%
Total Estimate Gain
$-712,936.94
% of Total Estimate Gain
-2.81%

Barry Investment Advisors, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-06-30, Barry Investment Advisors, LLC held 31,593.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $1.59 Mil. This investment constitutes 0.4% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0.01% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2018Q2. And since then Barry Investment Advisors, LLC has made 12 purchases of VTIP, at an average price of $48.99, for a total of 518,815.00 shares. In addition, there have been 17 sales at an average price of $47.46 for 487,222.00 shares. Based on historical transaction data and VTIP's current price of $50.02, Barry Investment Advisors, LLC's estimated gain on his VTIP holdings is $-712,936.94, reflecting a -2.81% gain to date.

Barry Investment Advisors, LLC VTIP ($50.02) Holding Chart

Barry Investment 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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