Beaird Harris Wealth Management, LLC VTIP Holdings History
Beaird Harris Wealth Management, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 861,176.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $42.97 Mil. This investment constitutes 3.65% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.32% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 8 purchases of VTIP, at an average price of $50.22, for a total of 1.29 Mil shares. In addition, there have been 5 sales at an average price of $47.82 for 427,259.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Beaird Harris Wealth Management, LLC's estimated gain on his VTIP holdings is $-1.16 Mil, reflecting a -1.79% gain to date.
Beaird Harris Wealth Management, LLC VTIP ($50.07) Holding Chart
Beaird Harris Wealth Management, LLC VTIP ($50.07) 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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