Anchor Investment 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
$115K Buy
2,294
+5
+0.2% +$251 0.01% 453
2025
Q1
$114K Hold
2,289
0.01% 438
2024
Q4
$111K Buy
2,289
+36
+2% +$1.74K 0.01% 448
2024
Q3
$111K Sell
2,253
-531
-19% -$26.2K 0.01% 448
2024
Q2
$135K Sell
2,784
-333
-11% -$16.2K 0.01% 401
2024
Q1
$149K Sell
3,117
-1,399
-31% -$67K 0.02% 402
2023
Q4
$214K Sell
4,516
-904
-17% -$42.9K 0.02% 341
2023
Q3
$256K Buy
5,420
+4,670
+623% +$221K 0.03% 306
2023
Q2
$35.6K Hold
750
﹤0.01% 558
2023
Q1
$35.9K Sell
750
-1,500
-67% -$71.7K ﹤0.01% 583
2022
Q4
$105K Sell
2,250
-141
-6% -$6.59K 0.02% 430
2022
Q3
$115K Hold
2,391
0.02% 413
2022
Q2
$120K Buy
2,391
+141
+6% +$7.07K 0.02% 426
2022
Q1
$115K Hold
2,250
0.01% 454
2021
Q4
$116K Buy
2,250
+1,500
+200% +$77.1K 0.01% 461
2021
Q3
$39.4K Hold
750
0.01% 552
2021
Q2
$39.3K Hold
750
0.01% 562
2021
Q1
$38.7K Hold
750
0.01% 548
2020
Q4
$38.3K Hold
750
0.01% 508
2020
Q3
$38.3K Hold
750
0.01% 476
2020
Q2
$37.6K Hold
750
0.01% 472
2020
Q1
$36.5K Hold
750
0.01% 474
2019
Q4
$37K Hold
750
0.01% 504
2019
Q3
$36.8K Hold
750
0.01% 494
2019
Q2
$37K Hold
750
0.01% 495
2019
Q1
$36.5K Hold
750
0.01% 491
2018
Q4
$35.9K Hold
750
0.01% 481
2018
Q3
$36.3K Hold
750
0.01% 513
2018
Q2
$36.6K Hold
750
0.01% 525
2018
Q1
$36.7K Hold
750
0.01% 517
2017
Q4
$36.6K Buy
750
+250
+50% +$12.2K 0.01% 503
2017
Q3
$24.7K Hold
500
0.01% 538
2017
Q2
$24.6K Hold
500
0.01% 481
2017
Q1
$24.7K Buy
500
+200
+67% +$9.89K 0.01% 466
2016
Q4
$14.7K Hold
300
0.01% 501
2016
Q3
$14.9K Buy
300
+200
+200% +$9.93K 0.01% 481
2016
Q2
$4.95K Hold
100
﹤0.01% 581
2016
Q1
$4.91K Buy
+100
New +$4.91K ﹤0.01% 556