SATOVSKY ASSET MANAGEMENT LLC VTIP Holdings History
SATOVSKY ASSET MANAGEMENT LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 1.52 Mil shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $75.76 Mil. This investment constitutes 16.95% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0.56% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2022Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 13 purchases of VTIP, at an average price of $47.39, for a total of 1.52 Mil shares. Based on historical transaction data and VTIP's current price of $50.03, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his VTIP holdings is $4.00 Mil, reflecting a 5.57% gain to date.
SATOVSKY ASSET MANAGEMENT LLC VTIP ($50.03) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC VTIP ($50.03) 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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