Brown Wealth Management’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 | $3.35M | Buy |
66,550
+30,457
| +84% | +$1.53M | 1.04% | 25 |
|
|
2025
Q1 | $1.8M | Buy |
36,093
+8
| +0% | +$399 | 0.62% | 35 |
|
|
2024
Q4 | $1.75M | Buy |
36,085
+2,125
| +6% | +$103K | 0.62% | 30 |
|
|
2024
Q3 | $1.67M | Buy |
33,960
+4,428
| +15% | +$218K | 0.6% | 32 |
|
|
2024
Q2 | $1.43M | Buy |
29,532
+406
| +1% | +$19.7K | 0.58% | 34 |
|
|
2024
Q1 | $1.39M | Sell |
29,126
-54,605
| -65% | -$2.62M | 0.58% | 30 |
|
|
2023
Q4 | $3.98M | Sell |
83,731
-2,468
| -3% | -$117K | 1.76% | 15 |
|
|
2023
Q3 | $4.08M | Buy |
86,199
+624
| +0.7% | +$29.5K | 1.94% | 17 |
|
|
2023
Q2 | $4.06M | Buy |
+85,575
| New | +$4.06M | 2.1% | 12 |
|