Chicago Partners Investment Group’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 | $2.99M | Buy |
59,821
+453
| +0.8% | +$22.7K | 0.09% | 200 |
|
|
2025
Q1 | $2.97M | Buy |
59,368
+234
| +0.4% | +$11.7K | 0.1% | 184 |
|
|
2024
Q4 | $2.87M | Buy |
59,134
+8,908
| +18% | +$432K | 0.1% | 178 |
|
|
2024
Q3 | $2.45M | Buy |
50,226
+253
| +0.5% | +$12.3K | 0.09% | 190 |
|
|
2024
Q2 | $2.42M | Sell |
49,973
-2,518
| -5% | -$122K | 0.09% | 192 |
|
|
2024
Q1 | $2.51M | Buy |
52,491
+356
| +0.7% | +$17K | 0.11% | 168 |
|
|
2023
Q4 | $2.48M | Buy |
52,135
+1,274
| +3% | +$60.5K | 0.11% | 164 |
|
|
2023
Q3 | $2.39M | Buy |
50,861
+905
| +2% | +$42.6K | 0.13% | 150 |
|
|
2023
Q2 | $2.36M | Buy |
49,956
+3,357
| +7% | +$158K | 0.12% | 159 |
|
|
2023
Q1 | $2.23M | Buy |
46,599
+4,524
| +11% | +$216K | 0.13% | 157 |
|
|
2022
Q4 | $1.98M | Sell |
42,075
-1,131
| -3% | -$53.1K | 0.12% | 168 |
|
|
2022
Q3 | $2.06M | Buy |
43,206
+2,161
| +5% | +$103K | 0.15% | 141 |
|
|
2022
Q2 | $2.07M | Buy |
41,045
+15,146
| +58% | +$762K | 0.15% | 133 |
|
|
2022
Q1 | $1.31M | Buy |
25,899
+88
| +0.3% | +$4.46K | 0.1% | 173 |
|
|
2021
Q4 | $1.31M | Buy |
25,811
+6,525
| +34% | +$332K | 0.09% | 185 |
|
|
2021
Q3 | $1.01M | Buy |
19,286
+155
| +0.8% | +$8.11K | 0.07% | 225 |
|
|
2021
Q2 | $1.01M | Buy |
19,131
+3,228
| +20% | +$170K | 0.07% | 211 |
|
|
2021
Q1 | $823K | Buy |
15,903
+4,653
| +41% | +$241K | 0.07% | 232 |
|
|
2020
Q4 | $578K | Buy |
11,250
+1,702
| +18% | +$87.4K | 0.05% | 246 |
|
|
2020
Q3 | $484K | Buy |
9,548
+31
| +0.3% | +$1.57K | 0.06% | 241 |
|
|
2020
Q2 | $480K | Hold |
9,517
| – | – | 0.06% | 225 |
|
|
2020
Q1 | $469K | Hold |
9,517
| – | – | 0.07% | 199 |
|
|
2019
Q4 | $469K | Buy |
9,517
+39
| +0.4% | +$1.92K | 0.06% | 224 |
|
|
2019
Q3 | $466K | Buy |
9,478
+52
| +0.6% | +$2.56K | 0.07% | 206 |
|
|
2019
Q2 | $466K | Buy |
9,426
+20
| +0.2% | +$989 | 0.07% | 196 |
|
|
2019
Q1 | $459K | Hold |
9,406
| – | – | 0.07% | 190 |
|
|
2018
Q4 | $452K | Buy |
9,406
+26
| +0.3% | +$1.25K | 0.07% | 201 |
|
|
2018
Q3 | $453K | Buy |
9,380
+76
| +0.8% | +$3.67K | 0.07% | 194 |
|
|
2018
Q2 | $455K | Buy |
9,304
+33
| +0.4% | +$1.61K | 0.07% | 183 |
|
|
2018
Q1 | $453K | Hold |
9,271
| – | – | 0.08% | 166 |
|
|
2017
Q4 | $453K | Buy |
9,271
+269
| +3% | +$13.1K | 0.07% | 173 |
|
|
2017
Q3 | $445K | Buy |
+9,002
| New | +$445K | 0.08% | 172 |
|
|
2017
Q2 | – | Sell |
-7,814
| Closed | -$387K | – | 796 |
|
|
2017
Q1 | $387K | Buy |
+7,814
| New | +$387K | 0.11% | 127 |
|