Balanced Rock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
41,556
-408
| -1% | -$20.5K | 1.64% | 23 |
|
|
2025
Q1 | $2.09M | Sell |
41,964
-629
| -1% | -$31.4K | 1.67% | 19 |
|
|
2024
Q4 | $2.06M | Buy |
42,593
+1,914
| +5% | +$92.7K | 1.63% | 19 |
|
|
2024
Q3 | $2.01M | Buy |
40,679
+968
| +2% | +$47.7K | 1.57% | 17 |
|
|
2024
Q2 | $1.93M | Buy |
39,711
+588
| +2% | +$28.5K | 1.62% | 17 |
|
|
2024
Q1 | $1.87M | Sell |
39,123
-7,624
| -16% | -$365K | 1.6% | 17 |
|
|
2023
Q4 | $2.22M | Buy |
+46,747
| New | +$2.22M | 1.97% | 14 |
|