1834 Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-633
| Closed | -$32K | – | 446 |
|
|
2022
Q2 | $32K | Hold |
633
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $32K | Hold |
633
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $33K | Hold |
633
| – | – | ﹤0.01% | 290 |
|
|
2021
Q3 | $33K | Hold |
633
| – | – | ﹤0.01% | 296 |
|
|
2021
Q2 | $33K | Hold |
633
| – | – | ﹤0.01% | 304 |
|
|
2021
Q1 | $33K | Hold |
633
| – | – | ﹤0.01% | 292 |
|
|
2020
Q4 | $32K | Hold |
633
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $32K | Hold |
633
| – | – | ﹤0.01% | 285 |
|
|
2020
Q2 | $32K | Hold |
633
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $31K | Hold |
633
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $31K | Hold |
633
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $31K | Sell |
633
-327
| -34% | -$16K | ﹤0.01% | 302 |
|
|
2019
Q2 | $47K | Buy |
+960
| New | +$47K | 0.01% | 290 |
|
|
2018
Q2 | – | Sell |
-2,978
| Closed | -$146K | – | 472 |
|
|
2018
Q1 | $146K | Sell |
2,978
-821
| -22% | -$40.3K | 0.02% | 191 |
|
|
2017
Q4 | $185K | Buy |
+3,799
| New | +$185K | 0.03% | 181 |
|