AC
AlphaCore Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,955
| Closed | -$244K | – | 242 |
|
|
2024
Q3 | $244K | Buy |
4,955
+26
| +0.5% | +$1.28K | 0.06% | 174 |
|
|
2024
Q2 | $239K | Buy |
4,929
+3
| +0.1% | +$146 | 0.06% | 171 |
|
|
2024
Q1 | $236K | Sell |
4,926
-8,250
| -63% | -$395K | 0.06% | 137 |
|
|
2023
Q4 | $626K | Sell |
13,176
-2,556
| -16% | -$121K | 0.09% | 131 |
|
|
2023
Q3 | $744K | Buy |
15,732
+1,182
| +8% | +$55.9K | 0.12% | 119 |
|
|
2023
Q2 | $690K | Buy |
14,550
+8,096
| +125% | +$384K | 0.11% | 122 |
|
|
2023
Q1 | $309K | Buy |
+6,454
| New | +$309K | 0.08% | 106 |
|
|
2020
Q2 | – | Sell |
-459
| Closed | -$22K | – | 300 |
|
|
2020
Q1 | $22K | Buy |
+459
| New | +$22K | 0.02% | 156 |
|