Black Diamond Financial’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 | $750K | Sell |
14,915
-561
| -4% | -$28.2K | 0.12% | 68 |
|
2025
Q1 | $772K | Hold |
15,476
| – | – | 0.12% | 70 |
|
2024
Q4 | $749K | Sell |
15,476
-1,076
| -7% | -$52.1K | 0.11% | 69 |
|
2024
Q3 | $816K | Sell |
16,552
-418
| -2% | -$20.6K | 0.14% | 64 |
|
2024
Q2 | $824K | Sell |
16,970
-61
| -0.4% | -$2.96K | 0.16% | 67 |
|
2024
Q1 | $809K | Hold |
17,031
| – | – | 0.22% | 50 |
|
2023
Q4 | $809K | Hold |
17,031
| – | – | 0.22% | 50 |
|
2023
Q3 | $805K | Sell |
17,031
-4,484
| -21% | -$212K | 0.25% | 49 |
|
2023
Q2 | $1.02M | Hold |
21,515
| – | – | 0.3% | 44 |
|
2023
Q1 | $1.03M | Sell |
21,515
-1,833
| -8% | -$87.7K | 0.34% | 42 |
|
2022
Q4 | $1.09M | Sell |
23,348
-553
| -2% | -$25.8K | 0.39% | 40 |
|
2022
Q3 | $1.15M | Hold |
23,901
| – | – | 0.46% | 38 |
|
2022
Q2 | $1.2M | Sell |
23,901
-222
| -0.9% | -$11.1K | 0.47% | 36 |
|
2022
Q1 | $1.24M | Buy |
24,123
+1,923
| +9% | +$98.5K | 0.39% | 42 |
|
2021
Q4 | $1.14M | Buy |
+22,200
| New | +$1.14M | 0.38% | 35 |
|
2021
Q3 | – | Sell |
-3,903
| Closed | -$207K | – | 86 |
|
2021
Q2 | $207K | Buy |
+3,903
| New | +$207K | 0.08% | 79 |
|