APP
Avantax Planning Partners’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 | $466K | Buy |
9,276
+447
| +5% | +$22.5K | 0.01% | 274 |
|
|
2025
Q1 | $441K | Sell |
8,829
-427
| -5% | -$21.3K | 0.02% | 277 |
|
|
2024
Q4 | $448K | Buy |
9,256
+202
| +2% | +$9.78K | 0.02% | 275 |
|
|
2024
Q3 | $446K | Buy |
9,054
+536
| +6% | +$26.4K | 0.02% | 271 |
|
|
2024
Q2 | $413K | Sell |
8,518
-16
| -0.2% | -$777 | 0.01% | 318 |
|
|
2024
Q1 | $409K | Sell |
8,534
-31,234
| -79% | -$1.5M | 0.01% | 316 |
|
|
2023
Q4 | $1.89M | Buy |
39,768
+1,706
| +4% | +$81K | 0.07% | 115 |
|
|
2023
Q3 | $1.8M | Sell |
38,062
-97
| -0.3% | -$4.59K | 0.08% | 113 |
|
|
2023
Q2 | $1.81M | Buy |
38,159
+97
| +0.3% | +$4.6K | 0.07% | 113 |
|
|
2023
Q1 | $1.82M | Sell |
38,062
-445
| -1% | -$21.3K | 0.07% | 114 |
|
|
2022
Q4 | $1.8M | Buy |
38,507
+400
| +1% | +$18.7K | 0.07% | 115 |
|
|
2022
Q3 | $1.83M | Buy |
38,107
+24
| +0.1% | +$1.15K | 0.08% | 100 |
|
|
2022
Q2 | $1.91M | Hold |
38,083
| – | – | 0.08% | 106 |
|
|
2022
Q1 | $1.95M | Buy |
38,083
+873
| +2% | +$44.7K | 0.08% | 107 |
|
|
2021
Q4 | $1.91M | Buy |
+37,210
| New | +$1.91M | 0.08% | 105 |
|