Gradient Capital Advisors, LLC VTIP Holdings History
Gradient Capital Advisors, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 151,012.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $7.54 Mil. This investment constitutes 2.46% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.06% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 12 purchases of VTIP, at an average price of $49.61, for a total of 306,457.00 shares. In addition, there have been 16 sales at an average price of $47.93 for 155,445.00 shares. Based on historical transaction data and VTIP's current price of $49.84, Gradient Capital Advisors, LLC's estimated gain on his VTIP holdings is $-226,145.48, reflecting a -1.49% gain to date.
Gradient Capital Advisors, LLC VTIP ($49.84) Holding Chart
Gradient Capital Advisors, LLC VTIP ($49.84) 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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