Valmark Advisers, Inc. VTIP Holdings History
Valmark Advisers, Inc.'s Vanguard Short-Term Inflation-Protected Securities Holding Summary
As of 2025-03-31, Valmark Advisers, Inc. held 6.00 Mil shares of Vanguard Short-Term Inflation-Protected Securities(VTIP), totaling $299.39 Mil. This investment constitutes 4.52% of their stock portfolio, and Valmark Advisers, Inc. now holds 2.22% of the outstanding Vanguard Short-Term Inflation-Protected Securities(VTIP) stock.
The initial trade took place in 2017Q3. And since then Valmark Advisers, Inc. has made 21 purchases of VTIP, at an average price of $48.80, for a total of 8.19 Mil shares. In addition, there have been 10 sales at an average price of $47.78 for 2.19 Mil shares. Based on historical transaction data and VTIP's current price of $50.26, Valmark Advisers, Inc.'s estimated gain on his VTIP holdings is $6.50 Mil, reflecting a 1.63% gain to date.
Valmark Advisers, Inc. VTIP ($50.26) Holding Chart
Valmark Advisers, Inc. VTIP ($50.26) 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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