Baron Financial Group’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 | $13.1M | Sell |
259,940
-2,235
| -0.9% | -$112K | 7.67% | 3 |
|
|
2025
Q1 | $13.1M | Sell |
262,175
-715
| -0.3% | -$35.7K | 8.23% | 3 |
|
|
2024
Q4 | $12.7M | Sell |
262,890
-4,655
| -2% | -$225K | 7.89% | 3 |
|
|
2024
Q3 | $13.2M | Sell |
267,545
-9,570
| -3% | -$472K | 8.07% | 3 |
|
|
2024
Q2 | $13.5M | Sell |
277,115
-6,258
| -2% | -$304K | 8.55% | 3 |
|
|
2024
Q1 | $13.6M | Sell |
283,373
-5,845
| -2% | -$280K | 8.37% | 3 |
|
|
2023
Q4 | $13.7M | Sell |
289,218
-11,170
| -4% | -$530K | 8.76% | 3 |
|
|
2023
Q3 | $14.2M | Sell |
300,388
-8,475
| -3% | -$401K | 9.23% | 3 |
|
|
2023
Q2 | $14.6M | Sell |
308,863
-12,100
| -4% | -$574K | 9.04% | 3 |
|
|
2023
Q1 | $15.3M | Sell |
320,963
-11,960
| -4% | -$572K | 9.72% | 2 |
|
|
2022
Q4 | $15.6M | Sell |
332,923
-9,265
| -3% | -$433K | 10.31% | 1 |
|
|
2022
Q3 | $16.5M | Sell |
342,188
-5,045
| -1% | -$243K | 11.09% | 1 |
|
|
2022
Q2 | $17.4M | Sell |
347,233
-5,690
| -2% | -$285K | 11.51% | 1 |
|
|
2022
Q1 | $18.1M | Buy |
352,923
+25,370
| +8% | +$1.3M | 10.49% | 1 |
|
|
2021
Q4 | $16.8M | Buy |
327,553
+37,150
| +13% | +$1.91M | 9.54% | 2 |
|
|
2021
Q3 | $15.3M | Buy |
290,403
+30,590
| +12% | +$1.61M | 9.27% | 2 |
|
|
2021
Q2 | $13.6M | Buy |
259,813
+81,456
| +46% | +$4.27M | 8.47% | 3 |
|
|
2021
Q1 | $9.19M | Buy |
178,357
+90,227
| +102% | +$4.65M | 6.33% | 3 |
|
|
2020
Q4 | $4.5M | Buy |
88,130
+33,145
| +60% | +$1.69M | 3.6% | 7 |
|
|
2020
Q3 | $2.81M | Buy |
+54,985
| New | +$2.81M | 2.64% | 15 |
|