Archvest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,249
| Closed | -$545K | – | 66 |
|
|
2024
Q4 | $545K | Sell |
11,249
-12,511
| -53% | -$606K | 0.39% | 41 |
|
|
2024
Q3 | $1.17M | Sell |
23,760
-88,919
| -79% | -$4.38M | 0.74% | 27 |
|
|
2024
Q2 | $5.42M | Sell |
112,679
-52,250
| -32% | -$2.51M | 3.59% | 6 |
|
|
2024
Q1 | $7.88M | Sell |
164,929
-14,203
| -8% | -$678K | 5.57% | 4 |
|
|
2023
Q4 | $8.51M | Sell |
179,132
-46,385
| -21% | -$2.2M | 6.41% | 4 |
|
|
2023
Q3 | $10.7M | Sell |
225,517
-1,454
| -0.6% | -$68.7K | 8.68% | 4 |
|
|
2023
Q2 | $10.8M | Sell |
226,971
-6,316
| -3% | -$300K | 8.83% | 4 |
|
|
2023
Q1 | $11.2M | Buy |
233,287
+231,128
| +10,705% | +$11.1M | 9.88% | 3 |
|
|
2022
Q4 | $234K | Sell |
2,159
-230,381
| -99% | -$24.9M | 0.23% | 35 |
|
|
2022
Q3 | $11.2M | Buy |
232,540
+8,298
| +4% | +$399K | 11.47% | 2 |
|
|
2022
Q2 | $11.2M | Buy |
224,242
+4,102
| +2% | +$206K | 11.19% | 3 |
|
|
2022
Q1 | $11.3M | Buy |
220,140
+7,037
| +3% | +$360K | 10.16% | 3 |
|
|
2021
Q4 | $11M | Buy |
+213,103
| New | +$11M | 9.49% | 3 |
|