AdvicePeriod’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $3.59M | Buy |
68,557
+4,569
| +7% | +$239K | 0.23% | 50 |
|
2021
Q1 | $3.3M | Buy |
63,988
+2,904
| +5% | +$150K | 0.23% | 48 |
|
2020
Q4 | $3.12M | Sell |
61,084
-3,176
| -5% | -$162K | 0.24% | 48 |
|
2020
Q3 | $3.28M | Buy |
64,260
+1,518
| +2% | +$77.5K | 0.3% | 46 |
|
2020
Q2 | $3.15M | Sell |
62,742
-162
| -0.3% | -$8.13K | 0.34% | 46 |
|
2020
Q1 | $3.07M | Sell |
62,904
-4,737
| -7% | -$231K | 0.32% | 50 |
|
2019
Q4 | $3.33M | Buy |
67,641
+4,370
| +7% | +$215K | 0.29% | 49 |
|
2019
Q3 | $3.1M | Buy |
63,271
+1,503
| +2% | +$73.7K | 0.29% | 49 |
|
2019
Q2 | $3.05M | Sell |
61,768
-1,121
| -2% | -$55.3K | 0.29% | 49 |
|
2019
Q1 | $3.06M | Sell |
62,889
-2,168
| -3% | -$106K | 0.29% | 48 |
|
2018
Q4 | $3.12M | Sell |
65,057
-4,827
| -7% | -$231K | 0.35% | 44 |
|
2018
Q3 | $3.38M | Buy |
69,884
+47,165
| +208% | +$2.28M | 0.37% | 40 |
|
2018
Q2 | $1.11M | Buy |
22,719
+6,440
| +40% | +$315K | 0.18% | 46 |
|
2018
Q1 | $796K | Buy |
16,279
+637
| +4% | +$31.1K | 0.14% | 49 |
|
2017
Q4 | $764K | Buy |
+15,642
| New | +$764K | 0.15% | 48 |
|