Bouvel Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-142,226
| Closed | -$7.13M | – | 72 |
|
|
2022
Q2 | $7.13M | Sell |
142,226
-2,916
| -2% | -$146K | 5.37% | 2 |
|
|
2022
Q1 | $7.43M | Buy |
145,142
+1,652
| +1% | +$84.6K | 4.53% | 2 |
|
|
2021
Q4 | $7.38M | Buy |
143,490
+67,741
| +89% | +$3.48M | 4.14% | 2 |
|
|
2021
Q3 | $3.98M | Buy |
75,749
+1,162
| +2% | +$61.1K | 2.25% | 13 |
|
|
2021
Q2 | $3.91M | Buy |
74,587
+2,376
| +3% | +$125K | 2.21% | 13 |
|
|
2021
Q1 | $3.72M | Buy |
72,211
+1,267
| +2% | +$65.3K | 2.39% | 9 |
|
|
2020
Q4 | $3.63M | Buy |
+70,944
| New | +$3.63M | 2.57% | 9 |
|