Fortune Financial Advisors, LLC VTIP Holdings History

Number of Shares

61,689.00

$3.10 Mil

% of Portfolio

2.49%

Total Estimate Gain

$128,996.18

% of Total Estimate Gain

4.36%

Fortune Financial Advisors, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 61,689.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $3.10 Mil. This investment constitutes 2.49% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2023Q2. And since then Fortune Financial Advisors, LLC has made 8 purchases of VTIP, at an average price of $47.98, for a total of 61,689.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Fortune Financial Advisors, LLC's estimated gain on his VTIP holdings is $128,996.18, reflecting a 4.36% gain to date.

Fortune Financial Advisors, LLC VTIP ($50.07) Holding Chart

Fortune Financial Advisors, LLC VTIP ($50.07) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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