CogentBlue Wealth Advisors, LLC VTIP Holdings History
CogentBlue Wealth Advisors, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 84,718.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $4.26 Mil. This investment constitutes 3.26% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 2 purchases of VTIP, at an average price of $48.95, for a total of 84,718.00 shares. Based on historical transaction data and VTIP's current price of $50.07, CogentBlue Wealth Advisors, LLC's estimated gain on his VTIP holdings is $94,812.21, reflecting a 2.29% gain to date.
CogentBlue Wealth Advisors, LLC VTIP ($50.07) Holding Chart
CogentBlue Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
