Sovereign Financial Group, Inc. VTIP Holdings History
Sovereign Financial Group, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Sovereign Financial Group, Inc. held 161,122.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $8.04 Mil. This investment constitutes 1.85% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0.06% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 12 purchases of VTIP, at an average price of $49.85, for a total of 186,761.00 shares. In addition, there have been 4 sales at an average price of $47.16 for 25,639.00 shares. Based on historical transaction data and VTIP's current price of $50.07, Sovereign Financial Group, Inc.'s estimated gain on his VTIP holdings is $-33,099.69, reflecting a -0.36% gain to date.
Sovereign Financial Group, Inc. VTIP ($50.07) Holding Chart
Sovereign Financial Group, Inc. 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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