Beese Fulmer Investment Management’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
Q3 | $212K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $797K | Sell |
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|
2021
Q2 | $886K | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $54K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $560K | Sell |
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|
2019
Q1 | $758K | Sell |
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|
2018
Q4 | $891K | Hold |
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|
2018
Q3 | $899K | Sell |
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|
2018
Q2 | $1.13M | Hold |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.13M | Hold |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $1.11M | Hold |
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|
2017
Q1 | $1.12M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $548K | Buy |
|