Number of Shares
49,352.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
2.46%
Total Estimate Gain
$45,650.60
% of Total Estimate Gain
1.88%

New Dimensions Wealth Management, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, New Dimensions Wealth Management, LLC held 49,352.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $2.46 Mil. This investment constitutes 2.46% of their stock portfolio, and New Dimensions Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and VTIP's current price of $50.02, New Dimensions Wealth Management, LLC's estimated gain on his VTIP holdings is $45,650.60, reflecting a 1.88% gain to date.

New Dimensions Wealth Management, LLC VTIP ($50.02) Holding Chart

New Dimensions Wealth Management, LLC VTIP ($50.02) 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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