Number of Shares
410,764.00
Current Holdings Value*
$20.36 Mil
% of Portfolio
15.51%
Total Estimate Gain
$412,436.88
% of Total Estimate Gain
2.05%

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 $49.87, DEFINE FINANCIAL, LLC's estimated gain on his VTIP holdings is $412,436.88, reflecting a 2.05% gain to date.

DEFINE FINANCIAL, LLC VTIP ($49.87) Holding Chart

DEFINE FINANCIAL, LLC VTIP ($49.87) 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