Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,541
| Closed | -$305K | – | 257 |
|
|
2022
Q4 | $305K | Sell |
6,541
-325
| -5% | -$15.2K | 0.04% | 195 |
|
|
2022
Q3 | $330K | Buy |
6,866
+75
| +1% | +$3.61K | 0.04% | 194 |
|
|
2022
Q2 | $340K | Buy |
6,791
+51
| +0.8% | +$2.55K | 0.04% | 221 |
|
|
2022
Q1 | $345K | Buy |
6,740
+2,433
| +56% | +$125K | 0.04% | 233 |
|
|
2021
Q4 | $221K | Buy |
4,307
+41
| +1% | +$2.1K | 0.02% | 324 |
|
|
2021
Q3 | $224K | Buy |
4,266
+10
| +0.2% | +$525 | 0.03% | 315 |
|
|
2021
Q2 | $223K | Buy |
+4,256
| New | +$223K | 0.03% | 318 |
|
|
2019
Q1 | – | Sell |
-140,479
| Closed | -$6.66M | – | 626 |
|
|
2018
Q4 | $6.66M | Buy |
+140,479
| New | +$6.66M | 1.5% | 18 |
|