Caldwell Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
11,920
-50
|
|
||||
|
2025
Q1 | $597K | Hold |
11,970
|
|
||||
|
2024
Q4 | $580K | Sell |
11,970
-576
|
|
||||
|
2024
Q3 | $619K | Sell |
12,546
-500
|
|
||||
|
2024
Q2 | $633K | Sell |
13,046
-1,864
|
|
||||
|
2024
Q1 | $714K | Sell |
14,910
-20,710
|
|
||||
|
2023
Q4 | $1.69M | Sell |
35,620
-2,222
|
|
||||
|
2023
Q3 | $1.79M | Sell |
37,842
-10,660
|
|
||||
|
2023
Q2 | $2.3M | Sell |
48,502
-21,957
|
|
||||
|
2023
Q1 | $3.37M | Sell |
70,459
-24,918
|
|
||||
|
2022
Q4 | $4.46M | Sell |
95,377
-49,604
|
|
||||
|
2022
Q3 | $6.98M | Sell |
144,981
-2,546
|
|
||||
|
2022
Q2 | $7.39M | Buy |
147,527
+38,500
|
|
||||
|
2022
Q1 | $5.58M | Buy |
109,027
+28,257
|
|
||||
|
2021
Q4 | $4.15M | Buy |
80,770
+68,049
|
|
||||
|
2021
Q3 | $669K | Buy |
12,721
+380
|
|
||||
|
2021
Q2 | $647K | Buy |
12,341
+576
|
|
||||
|
2021
Q1 | $606K | Hold |
11,765
|
|
||||
|
2020
Q4 | $601K | Buy |
11,765
+215
|
|
||||
|
2020
Q3 | $589K | Buy |
11,550
+380
|
|
||||
|
2020
Q2 | $560K | Buy |
11,170
+325
|
|
||||
|
2020
Q1 | $528K | Buy |
10,845
+2,715
|
|
||||
|
2019
Q4 | $401K | Buy |
+8,130
|
|