HART & PATTERSON FINANCIAL GROUP LLC VTIP Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 177,157.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $8.58 Mil. This investment constitutes 4.17% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.07% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 1 purchases of VTIP, at an average price of $47.40, for a total of 179,555.00 shares. In addition, there have been 3 sales at an average price of $48.43 for 2,398.00 shares. Based on historical transaction data and VTIP's current price of $50.16, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his VTIP holdings is $490,964.34, reflecting a 5.77% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC VTIP ($50.16) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC VTIP ($50.16) 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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