Ballentine 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
Q2 | $520K | Buy |
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|
2025
Q1 | $516K | Hold |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $917K | Buy |
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|
2024
Q1 | $495K | Hold |
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|
2023
Q4 | $491K | Hold |
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|
2023
Q3 | $489K | Hold |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $8.13M | Buy |
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|
2021
Q3 | $8.25M | Buy |
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|
2021
Q2 | $901K | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $5.14M | Sell |
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|
2020
Q2 | $6.98M | Sell |
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|
2020
Q1 | $6.81M | Sell |
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|
2019
Q4 | $7.6M | Sell |
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|
2019
Q3 | $7.82M | Sell |
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|
2019
Q2 | $8.78M | Sell |
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|
2019
Q1 | $8.67M | Sell |
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|
2018
Q4 | $9.27M | Buy |
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|
2018
Q3 | $7.18M | Buy |
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|
2018
Q2 | $7.16M | Sell |
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|
2018
Q1 | $7.21M | Sell |
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|
2017
Q4 | $7.73M | Sell |
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|
2017
Q3 | $8.12M | Buy |
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|
2017
Q2 | $8.02M | Buy |
|