Caldwell Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Sell |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $597K | Hold |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $3.37M | Sell |
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|
2022
Q4 | $4.46M | Sell |
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|
2022
Q3 | $6.98M | Sell |
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|
2022
Q2 | $7.39M | Buy |
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|
2022
Q1 | $5.58M | Buy |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $589K | Buy |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $401K | Buy |
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