Number of Shares
266,434.00
Current Holdings Value*
$13.30 Mil
% of Portfolio
8.4%
Total Estimate Gain
$294,892.19
% of Total Estimate Gain
2.26%

Richmond Brothers, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Richmond Brothers, Inc. held 266,434.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $13.30 Mil. This investment constitutes 8.4% of their stock portfolio, and Richmond Brothers, Inc. now holds 0.1% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2024Q3. And since then Richmond Brothers, Inc. has made 3 purchases of VTIP, at an average price of $48.96, for a total of 266,434.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Richmond Brothers, Inc.'s estimated gain on his VTIP holdings is $294,892.19, reflecting a 2.26% gain to date.

Richmond Brothers, Inc. VTIP ($50.07) Holding Chart

Richmond Brothers, 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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