Number of Shares
89,172.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
3.93%
Total Estimate Gain
$197,492.33
% of Total Estimate Gain
2.46%

Shotwell Rutter Baer Inc's Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 89,172.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $4.45 Mil. This investment constitutes 3.93% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.03% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 4 purchases of VTIP, at an average price of $47.78, for a total of 168,166.00 shares. In addition, there have been 1 sales at an average price of $47.60 for 78,994.00 shares. Based on historical transaction data and VTIP's current price of $50.16, Shotwell Rutter Baer Inc's estimated gain on his VTIP holdings is $197,492.33, reflecting a 2.46% gain to date.

Shotwell Rutter Baer Inc VTIP ($50.16) Holding Chart

Shotwell Rutter Baer Inc VTIP ($50.16) 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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