Number of Shares
19,087.00
Current Holdings Value*
$952,460.00
% of Portfolio
1.74%
Total Estimate Gain
$26,995.12
% of Total Estimate Gain
1.89%

McGrath & Associates, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, McGrath & Associates, Inc. held 19,087.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $952,460.00. This investment constitutes 1.74% of their stock portfolio, and McGrath & Associates, Inc. now holds 0.01% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.09 for 10,229.00 shares. Based on historical transaction data and VTIP's current price of $50.14, McGrath & Associates, Inc.'s estimated gain on his VTIP holdings is $26,995.12, reflecting a 1.89% gain to date.

McGrath & Associates, Inc. VTIP ($50.14) Holding Chart

McGrath & Associates, Inc. VTIP ($50.14) 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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