Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,667
| Closed | -$265K | – | 506 |
|
|
2022
Q4 | $265K | Buy |
5,667
+542
| +11% | +$25.3K | 0.02% | 380 |
|
|
2022
Q3 | $247K | Buy |
+5,125
| New | +$247K | 0.02% | 364 |
|
|
2022
Q2 | – | Sell |
-4,378
| Closed | -$224K | – | 499 |
|
|
2022
Q1 | $224K | Buy |
4,378
+39
| +0.9% | +$2K | 0.01% | 429 |
|
|
2021
Q4 | $223K | Buy |
4,339
+10
| +0.2% | +$514 | 0.01% | 461 |
|
|
2021
Q3 | $228K | Sell |
4,329
-162
| -4% | -$8.53K | 0.02% | 338 |
|
|
2021
Q2 | $235K | Sell |
4,491
-152
| -3% | -$7.95K | 0.02% | 336 |
|
|
2021
Q1 | $239K | Sell |
4,643
-91,499
| -95% | -$4.71M | 0.02% | 316 |
|
|
2020
Q4 | $4.91M | Sell |
96,142
-135,428
| -58% | -$6.92M | 0.47% | 42 |
|
|
2020
Q3 | $11.8M | Sell |
231,570
-94,213
| -29% | -$4.81M | 1.34% | 17 |
|
|
2020
Q2 | $16.3M | Sell |
325,783
-71,546
| -18% | -$3.59M | 2.2% | 9 |
|
|
2020
Q1 | $19.4M | Sell |
397,329
-1,887
| -0.5% | -$91.9K | 3.11% | 7 |
|
|
2019
Q4 | $19.7M | Buy |
399,216
+15,084
| +4% | +$743K | 2.8% | 9 |
|
|
2019
Q3 | $18.8M | Buy |
+384,132
| New | +$18.8M | 3.1% | 9 |
|