Number of Shares
678,478.00
Current Holdings Value*
$34.11 Mil
% of Portfolio
7.53%
Total Estimate Gain
$459,675.06
% of Total Estimate Gain
1.24%

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

As of 2025-06-30, MOLLER WEALTH PARTNERS held 678,478.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $34.11 Mil. This investment constitutes 7.53% of their stock portfolio, and MOLLER WEALTH PARTNERS now holds 0.23% 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 25 purchases of VTIP, at an average price of $49.35, for a total of 749,668.00 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 $50.07, MOLLER WEALTH PARTNERS's estimated gain on his VTIP holdings is $459,675.06, reflecting a 1.24% gain to date.

MOLLER WEALTH PARTNERS VTIP ($50.07) Holding Chart

MOLLER WEALTH PARTNERS 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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