Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.91M | Hold |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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