Apollon 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 | $719K | Sell |
14,294
-5,524
| -28% | -$278K | 0.01% | 661 |
|
|
2025
Q1 | $989K | Buy |
19,818
+1,590
| +9% | +$79.3K | 0.02% | 512 |
|
|
2024
Q4 | $883K | Sell |
18,228
-4,807
| -21% | -$233K | 0.02% | 551 |
|
|
2024
Q3 | $1.14M | Sell |
23,035
-140,103
| -86% | -$6.91M | 0.03% | 444 |
|
|
2024
Q2 | $7.92M | Sell |
163,138
-13,875
| -8% | -$673K | 0.24% | 72 |
|
|
2024
Q1 | $8.48M | Sell |
177,013
-148,869
| -46% | -$7.13M | 0.27% | 69 |
|
|
2023
Q4 | $15.5M | Buy |
325,882
+48,900
| +18% | +$2.32M | 0.53% | 38 |
|
|
2023
Q3 | $13.1M | Buy |
276,982
+29,636
| +12% | +$1.4M | 0.66% | 27 |
|
|
2023
Q2 | $11.7M | Buy |
247,346
+21,446
| +9% | +$1.02M | 0.57% | 26 |
|
|
2023
Q1 | $10.8M | Buy |
225,900
+153,240
| +211% | +$7.33M | 0.66% | 21 |
|
|
2022
Q4 | $3.39M | Buy |
72,660
+53,708
| +283% | +$2.51M | 0.24% | 90 |
|
|
2022
Q3 | $912K | Buy |
+18,952
| New | +$912K | 0.08% | 275 |
|
|
2022
Q1 | – | Sell |
-4,051
| Closed | -$208K | – | 831 |
|
|
2021
Q4 | $208K | Buy |
+4,051
| New | +$208K | 0.02% | 696 |
|