Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-233
| Closed | -$12K | – | 879 |
|
|
2022
Q2 | $12K | Hold |
233
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $12K | Sell |
233
-1,000
| -81% | -$51.5K | ﹤0.01% | 604 |
|
|
2021
Q4 | $63K | Buy |
1,233
+1,205
| +4,304% | +$61.6K | 0.01% | 318 |
|
|
2021
Q3 | $1K | Buy |
28
+5
| +22% | +$179 | ﹤0.01% | 809 |
|
|
2021
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 794 |
|