Kondo Wealth Advisors, Inc. VTIP Holdings History
Kondo Wealth Advisors, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 173,828.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $8.67 Mil. This investment constitutes 4.28% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.06% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2024Q4. And since then Kondo Wealth Advisors, Inc. has made 1 purchases of VTIP, at an average price of $48.87, for a total of 173,828.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Kondo Wealth Advisors, Inc.'s estimated gain on his VTIP holdings is $208,959.76, reflecting a 2.46% gain to date.
Kondo Wealth Advisors, Inc. VTIP ($50.07) Holding Chart
Kondo Wealth Advisors, Inc. VTIP ($50.07) 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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