Bogart Wealth LLC’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 | $64.7K | Buy |
1,287
+3
| +0.2% | +$151 | ﹤0.01% | 402 |
|
|
2025
Q1 | $64.1K | Buy |
1,284
+116
| +10% | +$5.79K | ﹤0.01% | 372 |
|
|
2024
Q4 | $56.6K | Buy |
1,168
+20
| +2% | +$968 | ﹤0.01% | 387 |
|
|
2024
Q3 | $56.6K | Sell |
1,148
-470
| -29% | -$23.2K | ﹤0.01% | 388 |
|
|
2024
Q2 | $78.6K | Hold |
1,618
| – | – | ﹤0.01% | 324 |
|
|
2024
Q1 | $77.5K | Hold |
1,618
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $76.8K | Buy |
1,618
+24
| +2% | +$1.14K | ﹤0.01% | 298 |
|
|
2023
Q3 | $75.4K | Buy |
1,594
+8
| +0.5% | +$378 | ﹤0.01% | 280 |
|
|
2023
Q2 | $75.2K | Hold |
1,586
| – | – | ﹤0.01% | 274 |
|
|
2023
Q1 | $75.8K | Sell |
1,586
-8
| -0.5% | -$382 | 0.01% | 260 |
|
|
2022
Q4 | $74.4K | Buy |
1,594
+55
| +4% | +$2.57K | 0.01% | 255 |
|
|
2022
Q3 | $74K | Buy |
1,539
+21
| +1% | +$1.01K | 0.01% | 251 |
|
|
2022
Q2 | $76K | Buy |
1,518
+55
| +4% | +$2.75K | 0.01% | 237 |
|
|
2022
Q1 | $75K | Buy |
1,463
+994
| +212% | +$51K | 0.01% | 236 |
|
|
2021
Q4 | $24K | Buy |
469
+16
| +4% | +$819 | ﹤0.01% | 349 |
|
|
2021
Q3 | $24K | Sell |
453
-66
| -13% | -$3.5K | ﹤0.01% | 338 |
|
|
2021
Q2 | $27K | Buy |
519
+153
| +42% | +$7.96K | ﹤0.01% | 308 |
|
|
2021
Q1 | $19K | Buy |
+366
| New | +$19K | ﹤0.01% | 332 |
|