Atria Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3M	Buy	206,066 +151,411	+277%	+$7.53M	0.12%	188
2025 Q4	$2.7M	Buy	54,655 +302	+0.6%	+$15.1K	0.03%	602
2025 Q3	$2.75M	Sell	54,353 -15,159	-22%	-$763K	0.03%	594
2025 Q2	$3.49M	Buy	69,512 +12,784	+23%	+$638K	0.04%	515
2025 Q1	$2.83M	Buy	56,728 +24,191	+74%	+$1.19M	0.04%	565
2024 Q4	$1.58M	Buy	32,537 +12,838	+65%	+$627K	0.02%	785
2024 Q3	$971K	Sell	19,699 -6,171	-24%	-$301K	0.01%	984
2024 Q2	$1.26M	Sell	25,870 -85,974	-77%	-$4.13M	0.02%	824
2024 Q1	$5.36M	Sell	111,844 -11,210	-9%	-$534K	0.07%	320
2023 Q4	$5.84M	Sell	123,054 -17,577	-12%	-$833K	0.09%	259
2023 Q3	$6.65M	Sell	140,631 -1,440	-1%	-$68K	0.12%	210
2023 Q2	$6.74M	Sell	142,071 -5,224	-4%	-$249K	0.12%	198
2023 Q1	$7.04M	Sell	147,295 -22,101	-13%	-$1.04M	0.13%	184
2022 Q4	$7.91M	Sell	169,396 -68,933	-29%	-$3.28M	0.16%	158
2022 Q3	$11.5M	Sell	238,329 -42,092	-15%	-$2.09M	0.25%	86
2022 Q2	$14.1M	Buy	280,421 +159,672	+132%	+$8.08M	0.29%	68
2022 Q1	$6.18M	Buy	120,749 +94,264	+356%	+$4.83M	0.11%	222
2021 Q4	$1.36M	Buy	+26,485	New	+$1.38M	0.02%	712
2020 Q1	–	Sell	-9,038	Closed	-$445K	–	1185
2019 Q4	$445K	Sell	9,038 -666	-7%	-$32.8K	0.01%	828
2019 Q3	$476K	Sell	9,704 -142	-1%	-$7.02K	0.02%	594
2019 Q2	$487K	Buy	+9,846	New	+$482K	0.02%	590