Number of Shares
90,203.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
1.3%
Total Estimate Gain
$-359,639.58
% of Total Estimate Gain
-0.84%

Compton Financial Group, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Compton Financial Group, LLC held 90,203.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $4.50 Mil. This investment constitutes 1.3% of their stock portfolio, and Compton Financial Group, LLC now holds 0.03% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2020Q4. And since then Compton Financial Group, LLC has made 12 purchases of VTIP, at an average price of $49.72, for a total of 856,774.00 shares. In addition, there have been 5 sales at an average price of $49.23 for 766,571.00 shares. Based on historical transaction data and VTIP's current price of $49.88, Compton Financial Group, LLC's estimated gain on his VTIP holdings is $-359,639.58, reflecting a -0.84% gain to date.

Compton Financial Group, LLC VTIP ($49.88) Holding Chart

Compton Financial Group, LLC VTIP ($49.88) 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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