Simplicity Solutions, LLC VTIP Holdings History
Simplicity Solutions, LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2023-12-31, Simplicity Solutions, LLC held 605,718.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $28.77 Mil. This investment constitutes 0.79% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.19% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2018Q2. And since then Simplicity Solutions, LLC has made 17 purchases of VTIP, at an average price of $47.52, for a total of 763,934.00 shares. In addition, there have been 5 sales at an average price of $48.49 for 158,216.00 shares. Based on historical transaction data and VTIP's current price of $50.03, Simplicity Solutions, LLC's estimated gain on his VTIP holdings is $1.67 Mil, reflecting a 4.61% gain to date.
Simplicity Solutions, LLC VTIP ($50.03) Holding Chart
Simplicity Solutions, 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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