DEFINE FINANCIAL, LLC VTIP Holdings History
Number of Shares
410,764.00
Current Holdings Value*
$20.36 Mil
% of Portfolio
15.51%
Total Estimate Gain
$416,544.52
% of Total Estimate Gain
2.08%
DEFINE FINANCIAL, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, DEFINE FINANCIAL, LLC held 410,764.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $20.36 Mil. This investment constitutes 15.51% of their stock portfolio, and DEFINE FINANCIAL, LLC now holds 0.15% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2024Q4. And since then DEFINE FINANCIAL, LLC has made 1 purchases of VTIP, at an average price of $48.87, for a total of 410,764.00 shares. Based on historical transaction data and VTIP's current price of $49.88, DEFINE FINANCIAL, LLC's estimated gain on his VTIP holdings is $416,544.52, reflecting a 2.08% gain to date.
DEFINE FINANCIAL, LLC VTIP ($49.88) Holding Chart
DEFINE FINANCIAL, 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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