Beacon Pointe 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $323K | Buy |
6,429
+63
| +1% | +$3.17K | ﹤0.01% | 1006 |
|
2025
Q1 | $318K | Sell |
6,366
-456
| -7% | -$22.8K | ﹤0.01% | 990 |
|
2024
Q4 | $330K | Buy |
6,822
+523
| +8% | +$25.3K | ﹤0.01% | 963 |
|
2024
Q3 | $311K | Sell |
6,299
-577
| -8% | -$28.5K | ﹤0.01% | 998 |
|
2024
Q2 | $334K | Sell |
6,876
-1,726
| -20% | -$83.8K | ﹤0.01% | 1002 |
|
2024
Q1 | $412K | Sell |
8,602
-4,122
| -32% | -$197K | ﹤0.01% | 981 |
|
2023
Q4 | $604K | Sell |
12,724
-197
| -2% | -$9.36K | 0.01% | 823 |
|
2023
Q3 | $611K | Buy |
12,921
+2,753
| +27% | +$130K | 0.01% | 799 |
|
2023
Q2 | $482K | Sell |
10,168
-60,999
| -86% | -$2.89M | 0.01% | 719 |
|
2023
Q1 | $3.4M | Sell |
71,167
-12,240
| -15% | -$585K | 0.06% | 282 |
|
2022
Q4 | $3.9M | Sell |
83,407
-4,817
| -5% | -$225K | 0.08% | 235 |
|
2022
Q3 | $4.24M | Sell |
88,224
-909
| -1% | -$43.7K | 0.09% | 191 |
|
2022
Q2 | $4.48M | Sell |
89,133
-16,868
| -16% | -$847K | 0.09% | 198 |
|
2022
Q1 | $5.43M | Buy |
+106,001
| New | +$5.43M | 0.07% | 239 |
|