Anchor Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-23,782
| Closed | -$1.13M | – | 274 |
|
2023
Q2 | $1.13M | Hold |
23,782
| – | – | 0.03% | 163 |
|
2023
Q1 | $1.14M | Sell |
23,782
-1,265
| -5% | -$60.5K | 0.03% | 155 |
|
2022
Q4 | $1.17M | Sell |
25,047
-5,408
| -18% | -$253K | 0.03% | 162 |
|
2022
Q3 | $1.47M | Sell |
30,455
-149,135
| -83% | -$7.17M | 0.04% | 146 |
|
2022
Q2 | $9M | Buy |
179,590
+734
| +0.4% | +$36.8K | 0.23% | 103 |
|
2022
Q1 | $9.16M | Sell |
178,856
-141,876
| -44% | -$7.27M | 0.19% | 106 |
|
2021
Q4 | $16.5M | Buy |
320,732
+7,793
| +2% | +$401K | 0.33% | 98 |
|
2021
Q3 | $16.5M | Buy |
312,939
+8,370
| +3% | +$440K | 0.34% | 96 |
|
2021
Q2 | $16M | Buy |
304,569
+12,359
| +4% | +$648K | 0.32% | 99 |
|
2021
Q1 | $15.1M | Buy |
292,210
+57,087
| +24% | +$2.94M | 0.32% | 98 |
|
2020
Q4 | $12M | Sell |
235,123
-7,467
| -3% | -$382K | 0.27% | 105 |
|
2020
Q3 | $12.4M | Buy |
+242,590
| New | +$12.4M | 0.31% | 99 |
|