Atlas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
114,205
+78,832
| +223% | +$3.96M | 0.7% | 35 |
|
|
2025
Q1 | $1.77M | Buy |
35,373
+34,461
| +3,779% | +$1.72M | 0.22% | 91 |
|
|
2024
Q4 | $44.2K | Sell |
912
-749
| -45% | -$36.3K | 0.01% | 628 |
|
|
2024
Q3 | $81.9K | Hold |
1,661
| – | – | 0.01% | 518 |
|
|
2024
Q2 | $80.6K | Hold |
1,661
| – | – | 0.01% | 530 |
|
|
2024
Q1 | $79.5K | Sell |
1,661
-19,717
| -92% | -$944K | 0.01% | 508 |
|
|
2023
Q4 | $1.02M | Sell |
21,378
-73,819
| -78% | -$3.51M | 0.15% | 117 |
|
|
2023
Q3 | $4.5M | Sell |
95,197
-1,701
| -2% | -$80.4K | 0.74% | 37 |
|
|
2023
Q2 | $4.59M | Sell |
96,898
-13,606
| -12% | -$645K | 0.7% | 36 |
|
|
2023
Q1 | $5.28M | Buy |
110,504
+511
| +0.5% | +$24.4K | 0.83% | 30 |
|
|
2022
Q4 | $5.14M | Buy |
109,993
+1,873
| +2% | +$87.5K | 0.86% | 28 |
|
|
2022
Q3 | $5.2M | Buy |
+108,120
| New | +$5.2M | 0.95% | 27 |
|
|
2022
Q2 | – | Sell |
-22,034
| Closed | -$1.13M | – | 1028 |
|
|
2022
Q1 | $1.13M | Buy |
22,034
+12,101
| +122% | +$620K | 0.18% | 105 |
|
|
2021
Q4 | $511K | Buy |
9,933
+3,310
| +50% | +$170K | 0.08% | 210 |
|
|
2021
Q3 | $348K | Buy |
6,623
+785
| +13% | +$41.3K | 0.06% | 258 |
|
|
2021
Q2 | $306K | Buy |
5,838
+1,655
| +40% | +$86.7K | 0.05% | 288 |
|
|
2021
Q1 | $216K | Buy |
4,183
+903
| +28% | +$46.5K | 0.04% | 320 |
|
|
2020
Q4 | $168K | Buy |
+3,280
| New | +$168K | 0.04% | 324 |
|
|
2020
Q3 | – | Sell |
-3,067
| Closed | -$154K | – | 593 |
|
|
2020
Q2 | $154K | Buy |
+3,067
| New | +$154K | 0.04% | 347 |
|
|
2019
Q4 | – | Sell |
-3,527
| Closed | -$173K | – | 679 |
|
|
2019
Q3 | $173K | Hold |
3,527
| – | – | 0.05% | 339 |
|
|
2019
Q2 | $174K | Buy |
3,527
+274
| +8% | +$13.5K | 0.06% | 313 |
|
|
2019
Q1 | $158K | Buy |
+3,253
| New | +$158K | 0.06% | 294 |
|
|
2018
Q2 | – | Sell |
-1,768
| Closed | -$86.5K | – | 569 |
|
|
2018
Q1 | $86.5K | Buy |
+1,768
| New | +$86.5K | 0.03% | 369 |
|