Number of Shares
639,687.00
Current Holdings Value*
$31.92 Mil
% of Portfolio
7.89%
Total Estimate Gain
$576,172.76
% of Total Estimate Gain
1.64%

MOLLER WEALTH PARTNERS's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, MOLLER WEALTH PARTNERS held 639,687.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $31.92 Mil. This investment constitutes 7.89% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.24% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2017Q1. And since then MOLLER WEALTH PARTNERS has made 24 purchases of VTIP, at an average price of $49.32, for a total of 710,877.00 shares. In addition, there have been 5 sales at an average price of $48.98 for 71,190.00 shares. Based on historical transaction data and VTIP's current price of $50.26, MOLLER WEALTH PARTNERS's estimated gain on his VTIP holdings is $576,172.76, reflecting a 1.64% gain to date.

MOLLER WEALTH PARTNERS VTIP ($50.26) Holding Chart

MOLLER WEALTH PARTNERS VTIP ($50.26) 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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