Apella Capital’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 | $21.9M | Sell |
439,854
-29,753
| -6% | -$1.48M | 0.59% | 36 |
|
2025
Q1 | $23.4M | Sell |
469,607
-15,505
| -3% | -$771K | 0.8% | 29 |
|
2024
Q4 | $23.5M | Buy |
485,112
+100,557
| +26% | +$4.87M | 0.9% | 24 |
|
2024
Q3 | $18.9M | Buy |
384,555
+9,399
| +3% | +$461K | 0.78% | 30 |
|
2024
Q2 | $18.1M | Buy |
375,156
+103,571
| +38% | +$4.99M | 0.81% | 31 |
|
2024
Q1 | $13M | Buy |
271,585
+26,111
| +11% | +$1.25M | 0.66% | 35 |
|
2023
Q4 | $11.6M | Buy |
245,474
+23,176
| +10% | +$1.1M | 0.65% | 38 |
|
2023
Q3 | $10.5M | Buy |
222,298
+5,967
| +3% | +$282K | 0.74% | 34 |
|
2023
Q2 | $10.3M | Buy |
+216,331
| New | +$10.3M | 0.73% | 36 |
|
2022
Q4 | $9.81M | Buy |
210,108
+17,305
| +9% | +$808K | 0.89% | 31 |
|
2022
Q3 | $9.28M | Buy |
192,803
+1,023
| +0.5% | +$49.2K | 1.08% | 24 |
|
2022
Q2 | $9.61M | Sell |
191,780
-3,525
| -2% | -$177K | 1.15% | 24 |
|
2022
Q1 | $10M | Sell |
195,305
-4,257
| -2% | -$218K | 1.41% | 20 |
|
2021
Q4 | $10.3M | Buy |
199,562
+5,811
| +3% | +$299K | 1.31% | 24 |
|
2021
Q3 | $10.2M | Buy |
193,751
+6,181
| +3% | +$325K | 1.46% | 18 |
|
2021
Q2 | $9.83M | Buy |
187,570
+10,492
| +6% | +$550K | 1.62% | 13 |
|
2021
Q1 | $9.13M | Buy |
177,078
+16,120
| +10% | +$831K | 2.88% | 8 |
|
2020
Q4 | $8.23M | Buy |
160,958
+23,311
| +17% | +$1.19M | 2.89% | 8 |
|
2020
Q3 | $7.02M | Buy |
137,647
+10,189
| +8% | +$520K | 2.82% | 9 |
|
2020
Q2 | $6.4M | Buy |
127,458
+4,190
| +3% | +$210K | 2.98% | 6 |
|
2020
Q1 | $6.01M | Buy |
+123,268
| New | +$6.01M | 3.51% | 6 |
|