Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,630
| Closed | -$220K | – | 127 |
|
|
2023
Q4 | $220K | Hold |
4,630
| – | – | 0.1% | 114 |
|
|
2023
Q3 | $219K | Sell |
4,630
-262
| -5% | -$12.4K | 0.11% | 106 |
|
|
2023
Q2 | $232K | Sell |
4,892
-3,097
| -39% | -$147K | 0.11% | 105 |
|
|
2023
Q1 | $382K | Buy |
7,989
+481
| +6% | +$23K | 0.18% | 91 |
|
|
2022
Q4 | $351K | Sell |
7,508
-2,983
| -28% | -$139K | 0.17% | 93 |
|
|
2022
Q3 | $505K | Sell |
10,491
-144
| -1% | -$6.93K | 0.26% | 58 |
|
|
2022
Q2 | $533K | Sell |
10,635
-133
| -1% | -$6.67K | 0.27% | 49 |
|
|
2022
Q1 | $551K | Sell |
10,768
-2,889
| -21% | -$148K | 0.25% | 55 |
|
|
2021
Q4 | $702K | Buy |
13,657
+145
| +1% | +$7.45K | 0.29% | 63 |
|
|
2021
Q3 | $710K | Buy |
13,512
+89
| +0.7% | +$4.68K | 0.31% | 54 |
|
|
2021
Q2 | $703K | Buy |
13,423
+985
| +8% | +$51.6K | 0.32% | 53 |
|
|
2021
Q1 | $641K | Sell |
12,438
-420
| -3% | -$21.6K | 0.36% | 36 |
|
|
2020
Q4 | $657K | Sell |
12,858
-7,497
| -37% | -$383K | 0.42% | 37 |
|
|
2020
Q3 | $1.04M | Sell |
20,355
-416
| -2% | -$21.2K | 0.73% | 28 |
|
|
2020
Q2 | $1.04M | Sell |
20,771
-67
| -0.3% | -$3.36K | 0.76% | 27 |
|
|
2020
Q1 | $1.02M | Sell |
20,838
-1,137
| -5% | -$55.4K | 0.84% | 21 |
|
|
2019
Q4 | $1.08M | Sell |
21,975
-1,687
| -7% | -$83.1K | 0.78% | 27 |
|
|
2019
Q3 | $1.16M | Buy |
23,662
+44
| +0.2% | +$2.16K | 0.86% | 28 |
|
|
2019
Q2 | $1.17M | Buy |
+23,618
| New | +$1.17M | 0.93% | 19 |
|