McGrath & Associates, Inc. VTIP Holdings History
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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