Number of Shares
28,379.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.87%
Total Estimate Gain
$-124,540.32
% of Total Estimate Gain
-3.84%

TILIA FIDUCIARY PARTNERS, INC.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 28,379.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $1.43 Mil. This investment constitutes 0.87% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0.01% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 6 purchases of VTIP, at an average price of $50.47, for a total of 64,216.00 shares. In addition, there have been 8 sales at an average price of $47.26 for 35,837.00 shares. Based on historical transaction data and VTIP's current price of $50.13, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his VTIP holdings is $-124,540.32, reflecting a -3.84% gain to date.

TILIA FIDUCIARY PARTNERS, INC. VTIP ($50.13) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. VTIP ($50.13) 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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