Baron Silver Stevens Financial 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 | $1.68M | Sell |
33,465
-2,823
| -8% | -$142K | 0.27% | 47 |
|
|
2025
Q1 | $1.81M | Sell |
36,288
-9,511
| -21% | -$475K | 0.32% | 40 |
|
|
2024
Q4 | $2.22M | Buy |
45,799
+994
| +2% | +$48.1K | 0.38% | 36 |
|
|
2024
Q3 | $2.21M | Buy |
44,805
+1,348
| +3% | +$66.5K | 0.39% | 35 |
|
|
2024
Q2 | $2.11M | Buy |
43,457
+2,065
| +5% | +$100K | 0.4% | 35 |
|
|
2024
Q1 | $1.98M | Sell |
41,392
-7,334
| -15% | -$351K | 0.38% | 35 |
|
|
2023
Q4 | $2.31M | Sell |
48,726
-11,422
| -19% | -$542K | 0.49% | 32 |
|
|
2023
Q3 | $2.84M | Buy |
60,148
+26,893
| +81% | +$1.27M | 0.64% | 26 |
|
|
2023
Q2 | $1.58M | Buy |
33,255
+2,894
| +10% | +$137K | 0.35% | 34 |
|
|
2023
Q1 | $1.45M | Sell |
30,361
-3,761
| -11% | -$180K | 0.38% | 30 |
|
|
2022
Q4 | $1.59M | Sell |
34,122
-3,815
| -10% | -$178K | 0.39% | 31 |
|
|
2022
Q3 | $131 | Buy |
37,937
+1,297
| +4% | +$4 | 0.04% | 90 |
|
|
2022
Q2 | $1.84M | Buy |
36,640
+8,392
| +30% | +$421K | 0.47% | 29 |
|
|
2022
Q1 | $1.45M | Buy |
28,248
+1,559
| +6% | +$79.8K | 0.34% | 34 |
|
|
2021
Q4 | $1.37M | Buy |
26,689
+17,661
| +196% | +$907K | 0.32% | 31 |
|
|
2021
Q3 | $474K | Buy |
9,028
+3,919
| +77% | +$206K | 0.13% | 46 |
|
|
2021
Q2 | $267K | Buy |
+5,109
| New | +$267K | 0.07% | 70 |
|
|
2021
Q1 | – | Sell |
-2,370
| Closed | -$121K | – | 469 |
|
|
2020
Q4 | $121K | Buy |
+2,370
| New | +$121K | 0.04% | 86 |
|