Nova R Wealth, Inc. VTIP Holdings History

Number of Shares
155,080.00
Current Holdings Value*
$7.74 Mil
% of Portfolio
3.83%
Total Estimate Gain
$82,509.42
% of Total Estimate Gain
1.04%

Nova R Wealth, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Nova R Wealth, Inc. held 155,080.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $7.74 Mil. This investment constitutes 3.83% of their stock portfolio, and Nova R Wealth, Inc. now holds 0.06% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2022Q2. And since then Nova R Wealth, Inc. has made 10 purchases of VTIP, at an average price of $49.24, for a total of 160,640.00 shares. In addition, there have been 2 sales at an average price of $47.35 for 5,560.00 shares. Based on historical transaction data and VTIP's current price of $49.84, Nova R Wealth, Inc.'s estimated gain on his VTIP holdings is $82,509.42, reflecting a 1.04% gain to date.

Nova R Wealth, Inc. VTIP ($49.84) Holding Chart

Nova R Wealth, Inc. VTIP ($49.84) 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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