Cahill Financial Advisors’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 | $338K | Buy |
6,714
+899
| +15% | +$45.2K | 0.04% | 216 |
|
|
2025
Q1 | $290K | Sell |
5,815
-1,168
| -17% | -$58.3K | 0.04% | 220 |
|
|
2024
Q4 | $338K | Sell |
6,983
-939
| -12% | -$45.5K | 0.05% | 199 |
|
|
2024
Q3 | $391K | Sell |
7,922
-13,043
| -62% | -$643K | 0.05% | 185 |
|
|
2024
Q2 | $1.02M | Sell |
20,965
-497
| -2% | -$24.1K | 0.14% | 119 |
|
|
2024
Q1 | $1.03M | Sell |
21,462
-527
| -2% | -$25.2K | 0.14% | 119 |
|
|
2023
Q4 | $1.04M | Buy |
21,989
+357
| +2% | +$17K | 0.15% | 115 |
|
|
2023
Q3 | $1.02M | Buy |
21,632
+453
| +2% | +$21.4K | 0.17% | 116 |
|
|
2023
Q2 | $1M | Sell |
21,179
-6
| -0% | -$285 | 0.16% | 116 |
|
|
2023
Q1 | $1.01M | Sell |
21,185
-67
| -0.3% | -$3.2K | 0.18% | 118 |
|
|
2022
Q4 | $993K | Buy |
21,252
+3,679
| +21% | +$172K | 0.19% | 116 |
|
|
2022
Q3 | $846K | Sell |
17,573
-596
| -3% | -$28.7K | 0.18% | 119 |
|
|
2022
Q2 | $911K | Buy |
18,169
+936
| +5% | +$46.9K | 0.19% | 109 |
|
|
2022
Q1 | $882K | Sell |
17,233
-1,647
| -9% | -$84.3K | 0.17% | 124 |
|
|
2021
Q4 | $970K | Buy |
18,880
+1,220
| +7% | +$62.7K | 0.19% | 111 |
|
|
2021
Q3 | $928K | Buy |
17,660
+801
| +5% | +$42.1K | 0.19% | 111 |
|
|
2021
Q2 | $883K | Buy |
16,859
+820
| +5% | +$42.9K | 0.2% | 106 |
|
|
2021
Q1 | $827K | Buy |
16,039
+146
| +0.9% | +$7.53K | 0.2% | 102 |
|
|
2020
Q4 | $812K | Buy |
15,893
+10,816
| +213% | +$553K | 0.2% | 97 |
|
|
2020
Q3 | $259K | Sell |
5,077
-1,485
| -23% | -$75.8K | 0.09% | 143 |
|
|
2020
Q2 | $330K | Buy |
6,562
+322
| +5% | +$16.2K | 0.13% | 128 |
|
|
2020
Q1 | $305K | Buy |
6,240
+667
| +12% | +$32.6K | 0.14% | 120 |
|
|
2019
Q4 | $275K | Buy |
5,573
+43
| +0.8% | +$2.12K | 0.1% | 140 |
|
|
2019
Q3 | $272K | Buy |
5,530
+371
| +7% | +$18.2K | 0.11% | 137 |
|
|
2019
Q2 | $255K | Sell |
5,159
-478
| -8% | -$23.6K | 0.1% | 140 |
|
|
2019
Q1 | $275K | Buy |
5,637
+61
| +1% | +$2.98K | 0.11% | 130 |
|
|
2018
Q4 | $268K | Sell |
5,576
-1,104
| -17% | -$53.1K | 0.13% | 125 |
|
|
2018
Q3 | $324K | Buy |
6,680
+591
| +10% | +$28.7K | 0.14% | 126 |
|
|
2018
Q2 | $298K | Buy |
6,089
+421
| +7% | +$20.6K | 0.14% | 132 |
|
|
2018
Q1 | $278K | Buy |
5,668
+16
| +0.3% | +$785 | 0.13% | 130 |
|
|
2017
Q4 | $276K | Buy |
5,652
+592
| +12% | +$28.9K | 0.14% | 117 |
|
|
2017
Q3 | $251K | Sell |
5,060
-2,022
| -29% | -$100K | 0.13% | 121 |
|
|
2017
Q2 | $349K | Sell |
7,082
-148
| -2% | -$7.29K | 0.19% | 106 |
|
|
2017
Q1 | $358K | Buy |
7,230
+1,620
| +29% | +$80.2K | 0.21% | 97 |
|
|
2016
Q4 | $276K | Hold |
5,610
| – | – | 0.17% | 106 |
|
|
2016
Q3 | $279K | Buy |
5,610
+1,326
| +31% | +$65.9K | 0.18% | 104 |
|
|
2016
Q2 | $212K | Buy |
+4,284
| New | +$212K | 0.15% | 113 |
|