Number of Shares
1.41 Mil
Current Holdings Value*
$70.30 Mil
% of Portfolio
4.3%
Total Estimate Gain
$638,797.27
% of Total Estimate Gain
0.54%

Klingman & Associates, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Klingman & Associates, LLC held 1.41 Mil shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $70.30 Mil. This investment constitutes 4.3% of their stock portfolio, and Klingman & Associates, LLC now holds 0.52% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2018Q2. And since then Klingman & Associates, LLC has made 23 purchases of VTIP, at an average price of $48.93, for a total of 2.41 Mil shares. In addition, there have been 5 sales at an average price of $48.03 for 997,233.00 shares. Based on historical transaction data and VTIP's current price of $50.02, Klingman & Associates, LLC's estimated gain on his VTIP holdings is $638,797.27, reflecting a 0.54% gain to date.

Klingman & Associates, LLC VTIP ($50.02) Holding Chart

Klingman & Associates, LLC VTIP ($50.02) 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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