Number of Shares
67,709.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
0.63%
Total Estimate Gain
$-51,643.89
% of Total Estimate Gain
-0.40%

Secure Asset Management, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-06-30, Secure Asset Management, LLC held 67,709.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $3.40 Mil. This investment constitutes 0.63% of their stock portfolio, and Secure Asset Management, LLC now holds 0.02% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2021Q1. And since then Secure Asset Management, LLC has made 14 purchases of VTIP, at an average price of $49.37, for a total of 264,643.00 shares. In addition, there have been 4 sales at an average price of $48.87 for 196,934.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Secure Asset Management, LLC's estimated gain on his VTIP holdings is $-51,643.89, reflecting a -0.40% gain to date.

Secure Asset Management, LLC VTIP ($50.07) Holding Chart

Secure Asset Management, LLC 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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