CPFP
Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-348
| Closed | -$16.3K | – | 240 |
|
|
2022
Q4 | $16.3K | Buy |
+348
| New | +$16.3K | 0.01% | 131 |
|
|
2022
Q3 | – | Sell |
-486,945
| Closed | -$24.4M | – | 241 |
|
|
2022
Q2 | $24.4M | Sell |
486,945
-45,918
| -9% | -$2.3M | 9.52% | 4 |
|
|
2022
Q1 | $27.3M | Sell |
532,863
-104,371
| -16% | -$5.34M | 10.34% | 2 |
|
|
2021
Q4 | $32.8M | Buy |
637,234
+68,218
| +12% | +$3.51M | 13.24% | 1 |
|
|
2021
Q3 | $29.9M | Buy |
569,016
+94,893
| +20% | +$4.99M | 13.55% | 1 |
|
|
2021
Q2 | $24.8M | Buy |
474,123
+45,526
| +11% | +$2.39M | 12% | 1 |
|
|
2021
Q1 | $22.1M | Buy |
428,597
+307,916
| +255% | +$15.9M | 12.8% | 1 |
|
|
2020
Q4 | $6.17M | Buy |
+120,681
| New | +$6.17M | 3.91% | 8 |
|