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Ballast Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,853
| Closed | -$278K | – | 191 |
|
|
2023
Q2 | $278K | Sell |
5,853
-1,813
| -24% | -$86K | 0.1% | 94 |
|
|
2023
Q1 | $367K | Sell |
7,666
-500
| -6% | -$23.9K | 0.15% | 76 |
|
|
2022
Q4 | $381K | Sell |
8,166
-4,375
| -35% | -$204K | 0.17% | 69 |
|
|
2022
Q3 | $603K | Sell |
12,541
-1,154
| -8% | -$55.5K | 0.28% | 46 |
|
|
2022
Q2 | $686K | Sell |
13,695
-781
| -5% | -$39.1K | 0.31% | 43 |
|
|
2022
Q1 | $741K | Buy |
+14,476
| New | +$741K | 0.29% | 45 |
|