CPA
Capital Performance Advisors’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
Q2 | $2.12M | Sell |
42,137
-4,150
| -9% | -$209K | 0.42% | 38 |
|
|
2025
Q1 | $2.31M | Sell |
46,287
-4,706
| -9% | -$235K | 0.51% | 32 |
|
|
2024
Q4 | $2.47M | Buy |
50,993
+7,377
| +17% | +$357K | 0.79% | 21 |
|
|
2024
Q3 | $2.15M | Buy |
43,616
+5,363
| +14% | +$264K | 0.65% | 22 |
|
|
2024
Q2 | $1.86M | Sell |
38,253
-504
| -1% | -$24.5K | 0.71% | 23 |
|
|
2024
Q1 | $1.86M | Buy |
38,757
+12,264
| +46% | +$587K | 0.71% | 24 |
|
|
2023
Q4 | $1.26M | Buy |
26,493
+948
| +4% | +$45K | 0.54% | 25 |
|
|
2023
Q3 | $1.21M | Buy |
25,545
+1,174
| +5% | +$55.5K | 0.61% | 22 |
|
|
2023
Q2 | $1.16M | Buy |
24,371
+1,985
| +9% | +$94.1K | 0.57% | 23 |
|
|
2023
Q1 | $1.07M | Buy |
22,386
+731
| +3% | +$35K | 0.58% | 22 |
|
|
2022
Q4 | $1.01M | Buy |
21,655
+185
| +0.9% | +$8.64K | 0.58% | 20 |
|
|
2022
Q3 | $1.03M | Buy |
21,470
+461
| +2% | +$22.2K | 0.67% | 20 |
|
|
2022
Q2 | $1.05M | Buy |
21,009
+1,099
| +6% | +$55.1K | 0.65% | 19 |
|
|
2022
Q1 | $1.02M | Sell |
19,910
-143
| -0.7% | -$7.33K | 0.58% | 18 |
|
|
2021
Q4 | $1.02M | Buy |
+20,053
| New | +$1.02M | 0.62% | 19 |
|