Twelve Points Wealth Management LLC VTIP Holdings History
Twelve Points Wealth Management LLC's Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 205,748.00 shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $10.27 Mil. This investment constitutes 2.79% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.08% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2024Q4. And since then Twelve Points Wealth Management LLC has made 2 purchases of VTIP, at an average price of $48.87, for a total of 205,748.00 shares. Based on historical transaction data and VTIP's current price of $50.24, Twelve Points Wealth Management LLC's estimated gain on his VTIP holdings is $281,963.65, reflecting a 2.80% gain to date.
Twelve Points Wealth Management LLC VTIP ($50.24) Holding Chart
Twelve Points Wealth Management LLC VTIP ($50.24) 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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