CMBA
C.M. Bidwell & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.1M | Buy |
102,200
+17,504
| +21% | +$873K | 3.07% | 7 |
|
|
2024
Q4 | $4.1M | Buy |
84,696
+3,738
| +5% | +$181K | 2.49% | 8 |
|
|
2024
Q3 | $3.99M | Buy |
80,958
+2,033
| +3% | +$100K | 2.44% | 9 |
|
|
2024
Q2 | $3.83M | Buy |
78,925
+5,431
| +7% | +$264K | 2.57% | 8 |
|
|
2024
Q1 | $3.52M | Sell |
73,494
-211
| -0.3% | -$10.1K | 2.4% | 11 |
|
|
2023
Q4 | $3.5M | Buy |
73,705
+2,881
| +4% | +$137K | 2.6% | 10 |
|
|
2023
Q3 | $3.35M | Sell |
70,824
-4,664
| -6% | -$221K | 2.55% | 9 |
|
|
2023
Q2 | $3.58M | Sell |
75,488
-2,659
| -3% | -$126K | 2.62% | 8 |
|
|
2023
Q1 | $3.74M | Buy |
78,147
+3,864
| +5% | +$185K | 2.83% | 8 |
|
|
2022
Q4 | $3.47M | Sell |
74,283
-3,499
| -4% | -$163K | 2.74% | 8 |
|
|
2022
Q3 | $3.74M | Buy |
77,782
+2,327
| +3% | +$112K | 3.1% | 7 |
|
|
2022
Q2 | $3.78M | Sell |
75,455
-463
| -0.6% | -$23.2K | 2.99% | 7 |
|
|
2022
Q1 | $3.89M | Buy |
75,918
+1,651
| +2% | +$84.6K | 2.55% | 8 |
|
|
2021
Q4 | $3.82M | Buy |
74,267
+5,043
| +7% | +$259K | 2.35% | 9 |
|
|
2021
Q3 | $3.64M | Sell |
69,224
-3,887
| -5% | -$204K | 2.42% | 9 |
|
|
2021
Q2 | $3.83M | Buy |
73,111
+17,234
| +31% | +$903K | 2.51% | 7 |
|
|
2021
Q1 | $2.88M | Sell |
55,877
-284
| -0.5% | -$14.6K | 2.1% | 13 |
|
|
2020
Q4 | $2.87M | Sell |
56,161
-496
| -0.9% | -$25.3K | 2.36% | 10 |
|
|
2020
Q3 | $2.89M | Buy |
56,657
+18,803
| +50% | +$959K | 2.66% | 5 |
|
|
2020
Q2 | $1.9M | Buy |
37,854
+28,969
| +326% | +$1.45M | 1.73% | 14 |
|
|
2020
Q1 | $433K | Sell |
8,885
-320
| -3% | -$15.6K | 0.46% | 52 |
|
|
2019
Q4 | $454K | Sell |
9,205
-1,454
| -14% | -$71.7K | 0.41% | 65 |
|
|
2019
Q3 | $523K | Sell |
10,659
-2,588
| -20% | -$127K | 0.52% | 49 |
|
|
2019
Q2 | $653K | Sell |
13,247
-3,808
| -22% | -$188K | 0.65% | 34 |
|
|
2019
Q1 | $830K | Sell |
17,055
-6,560
| -28% | -$319K | 0.83% | 23 |
|
|
2018
Q4 | $1.13M | Sell |
23,615
-5,092
| -18% | -$244K | 1.23% | 12 |
|
|
2018
Q3 | $1.39M | Buy |
28,707
+3,942
| +16% | +$191K | 1.32% | 12 |
|
|
2018
Q2 | $1.21M | Buy |
24,765
+4,243
| +21% | +$207K | 1.12% | 14 |
|
|
2018
Q1 | $1M | Buy |
20,522
+16,355
| +392% | +$800K | 0.92% | 24 |
|
|
2017
Q4 | $203K | Buy |
+4,167
| New | +$203K | 0.18% | 160 |
|