CA
Claris 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 | $574K | Buy |
11,412
+2,054
| +22% | +$103K | 0.2% | 38 |
|
|
2025
Q1 | $467K | Buy |
9,358
+457
| +5% | +$22.8K | 0.17% | 45 |
|
|
2024
Q4 | $431K | Buy |
8,901
+206
| +2% | +$9.98K | 0.16% | 42 |
|
|
2024
Q3 | $429K | Buy |
8,695
+1,989
| +30% | +$98.1K | 0.19% | 37 |
|
|
2024
Q2 | $325K | Buy |
+6,706
| New | +$325K | 0.17% | 39 |
|
|
2022
Q2 | – | Sell |
-3,907
| Closed | -$200K | – | 48 |
|
|
2022
Q1 | $200K | Hold |
3,907
| – | – | 0.21% | 47 |
|
|
2021
Q4 | $201K | Buy |
+3,907
| New | +$201K | 0.21% | 51 |
|