North Ridge Wealth Advisors, Inc. VTIP Holdings History
North Ridge Wealth Advisors, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, North Ridge Wealth Advisors, Inc. held 146,489.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $7.31 Mil. This investment constitutes 4.88% of their stock portfolio, and North Ridge Wealth Advisors, Inc. now holds 0.05% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2023Q1. And since then North Ridge Wealth Advisors, Inc. has made 8 purchases of VTIP, at an average price of $47.33, for a total of 146,489.00 shares. Based on historical transaction data and VTIP's current price of $50.07, North Ridge Wealth Advisors, Inc.'s estimated gain on his VTIP holdings is $401,135.47, reflecting a 5.79% gain to date.
North Ridge Wealth Advisors, Inc. VTIP ($50.07) Holding Chart
North Ridge Wealth Advisors, Inc. 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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