Berger 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,558
| Closed | -$266K | – | 380 |
|
|
2024
Q1 | $266K | Sell |
5,558
-3,752
| -40% | -$180K | 0.02% | 301 |
|
|
2023
Q4 | $442K | Sell |
9,310
-6,772
| -42% | -$322K | 0.05% | 177 |
|
|
2023
Q3 | $760K | Buy |
16,082
+5,985
| +59% | +$283K | 0.09% | 130 |
|
|
2023
Q2 | $479K | Sell |
10,097
-100
| -1% | -$4.74K | 0.05% | 161 |
|
|
2023
Q1 | $488K | Sell |
10,197
-1,265
| -11% | -$60.5K | 0.06% | 155 |
|
|
2022
Q4 | $535K | Sell |
11,462
-2,152
| -16% | -$101K | 0.07% | 143 |
|
|
2022
Q3 | $655K | Buy |
13,614
+2,944
| +28% | +$142K | 0.1% | 124 |
|
|
2022
Q2 | $535K | Buy |
10,670
+3,746
| +54% | +$188K | 0.08% | 128 |
|
|
2022
Q1 | $355K | Buy |
+6,924
| New | +$355K | 0.05% | 182 |
|