Brewster Financial Planning’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 | $384K | Hold |
7,637
| – | – | 0.26% | 19 |
|
|
2025
Q1 | $381K | Buy |
+7,637
| New | +$381K | 0.28% | 17 |
|
|
2024
Q4 | – | Sell |
-6,448
| Closed | -$318K | – | 27 |
|
|
2024
Q3 | $318K | Buy |
6,448
+411
| +7% | +$20.3K | 0.25% | 17 |
|
|
2024
Q2 | $293K | Hold |
6,037
| – | – | 0.25% | 16 |
|
|
2024
Q1 | $289K | Buy |
6,037
+168
| +3% | +$8.05K | 0.25% | 15 |
|
|
2023
Q4 | $279K | Hold |
5,869
| – | – | 0.25% | 15 |
|
|
2023
Q3 | $277K | Buy |
5,869
+275
| +5% | +$13K | 0.28% | 15 |
|
|
2023
Q2 | $265K | Hold |
5,594
| – | – | 0.26% | 15 |
|
|
2023
Q1 | $268K | Buy |
5,594
+196
| +4% | +$9.37K | 0.27% | 11 |
|
|
2022
Q4 | $252K | Hold |
5,398
| – | – | 0.27% | 11 |
|
|
2022
Q3 | $260K | Hold |
5,398
| – | – | 0.3% | 11 |
|
|
2022
Q2 | $271K | Hold |
5,398
| – | – | 0.3% | 11 |
|
|
2022
Q1 | $276K | Hold |
5,398
| – | – | 0.27% | 11 |
|
|
2021
Q4 | $277K | Buy |
+5,398
| New | +$277K | 0.25% | 11 |
|