NORTHWEST WEALTH MANAGEMENT, LLC VTIP Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 417,314.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $20.82 Mil. This investment constitutes 4.15% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2021Q3. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 13 purchases of VTIP, at an average price of $48.43, for a total of 435,574.00 shares. In addition, there have been 2 sales at an average price of $48.05 for 18,260.00 shares. Based on historical transaction data and VTIP's current price of $50.24, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his VTIP holdings is $747,480.70, reflecting a 3.54% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC VTIP ($50.24) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC VTIP ($50.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
