AWS
Atria Wealth Solutions’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.8M | Buy |
474,028
+91,091
| +24% | +$4.57M | 0.54% | 26 |
|
2025
Q1 | $19.1M | Buy |
382,937
+45,159
| +13% | +$2.25M | 0.23% | 90 |
|
2024
Q4 | $16.4M | Buy |
337,778
+64,027
| +23% | +$3.1M | 0.18% | 113 |
|
2024
Q3 | $13.5M | Buy |
273,751
+4,020
| +1% | +$198K | 0.15% | 147 |
|
2024
Q2 | $13.1M | Sell |
269,731
-60,321
| -18% | -$2.93M | 0.14% | 148 |
|
2024
Q1 | $15.8M | Sell |
330,052
-77,964
| -19% | -$3.73M | 0.18% | 123 |
|
2023
Q4 | $19.4M | Buy |
408,016
+96,865
| +31% | +$4.6M | 0.24% | 90 |
|
2023
Q3 | $14.7M | Sell |
311,151
-12,570
| -4% | -$594K | 0.21% | 106 |
|
2023
Q2 | $15.4M | Buy |
323,721
+19,776
| +7% | +$938K | 0.21% | 108 |
|
2023
Q1 | $14.5M | Sell |
303,945
-95,408
| -24% | -$4.56M | 0.22% | 101 |
|
2022
Q4 | $18.7M | Buy |
399,353
+49,026
| +14% | +$2.29M | 0.3% | 80 |
|
2022
Q3 | $16.9M | Sell |
350,327
-97,994
| -22% | -$4.71M | 0.29% | 78 |
|
2022
Q2 | $22.5M | Buy |
448,321
+44,491
| +11% | +$2.23M | 0.42% | 40 |
|
2022
Q1 | $20.7M | Buy |
+403,830
| New | +$20.7M | 0.34% | 58 |
|