SILVER OAK WEALTH ADVISORS SERVICES, LLC VTIP Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 320,889.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $16.01 Mil. This investment constitutes 14.28% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.12% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.09 for 33,189.00 shares. Based on historical transaction data and VTIP's current price of $50.28, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his VTIP holdings is $465,681.43, reflecting a 2.69% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC VTIP ($50.28) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC VTIP ($50.28) 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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