Cape Investment Advisory’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 | $65.7K | Sell |
1,306
-1,701
| -57% | -$85.5K | 0.02% | 325 |
|
|
2025
Q1 | $150K | Buy |
3,007
+884
| +42% | +$44.1K | 0.06% | 204 |
|
|
2024
Q4 | $103K | Buy |
2,123
+363
| +21% | +$17.6K | 0.04% | 239 |
|
|
2024
Q3 | $86.8K | Buy |
1,760
+58
| +3% | +$2.86K | 0.04% | 254 |
|
|
2024
Q2 | $82.6K | Sell |
1,702
-34
| -2% | -$1.65K | 0.04% | 244 |
|
|
2024
Q1 | $83.1K | Sell |
1,736
-411
| -19% | -$19.7K | 0.04% | 243 |
|
|
2023
Q4 | $102K | Buy |
2,147
+1,136
| +112% | +$53.9K | 0.05% | 220 |
|
|
2023
Q3 | $47.8K | Buy |
1,011
+121
| +14% | +$5.72K | 0.03% | 298 |
|
|
2023
Q2 | $42.2K | Buy |
890
+364
| +69% | +$17.3K | 0.02% | 311 |
|
|
2023
Q1 | $25.2K | Buy |
+526
| New | +$25.2K | 0.02% | 386 |
|