AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Hold |
16,440
| – | – | 0.46% | 35 |
|
|
2025
Q1 | $820K | Sell |
16,440
-75
| -0.5% | -$3.74K | 0.49% | 36 |
|
|
2024
Q4 | $800K | Sell |
16,515
-515
| -3% | -$24.9K | 0.46% | 38 |
|
|
2024
Q3 | $840K | Sell |
17,030
-36
| -0.2% | -$1.78K | 0.48% | 38 |
|
|
2024
Q2 | $828K | Sell |
17,066
-100
| -0.6% | -$4.85K | 0.5% | 34 |
|
|
2024
Q1 | $822K | Sell |
17,166
-195
| -1% | -$9.34K | 0.48% | 34 |
|
|
2023
Q4 | $824K | Sell |
17,361
-14,420
| -45% | -$685K | 0.51% | 29 |
|
|
2023
Q3 | $1.5M | Sell |
31,781
-37
| -0.1% | -$1.75K | 0.98% | 14 |
|
|
2023
Q2 | $1.51M | Sell |
31,818
-1,970
| -6% | -$93.5K | 0.98% | 14 |
|
|
2023
Q1 | $1.62M | Buy |
33,788
+100
| +0.3% | +$4.78K | 1.05% | 14 |
|
|
2022
Q4 | $1.57M | Sell |
33,688
-35
| -0.1% | -$1.64K | 1.08% | 14 |
|
|
2022
Q3 | $1.62M | Sell |
33,723
-4,150
| -11% | -$200K | 1.17% | 13 |
|
|
2022
Q2 | $1.9M | Buy |
37,873
+598
| +2% | +$30K | 1.29% | 13 |
|
|
2022
Q1 | $1.91M | Buy |
37,275
+700
| +2% | +$35.9K | 1.15% | 13 |
|
|
2021
Q4 | $1.88M | Buy |
36,575
+15,975
| +78% | +$821K | 1.09% | 14 |
|
|
2021
Q3 | $1.08M | Buy |
20,600
+357
| +2% | +$18.8K | 0.65% | 21 |
|
|
2021
Q2 | $1.06M | Buy |
20,243
+4,213
| +26% | +$221K | 0.62% | 24 |
|
|
2021
Q1 | $826K | Buy |
16,030
+15,630
| +3,908% | +$805K | 0.51% | 27 |
|
|
2020
Q4 | $20K | Hold |
400
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $20K | Buy |
+400
| New | +$20K | 0.01% | 265 |
|