Compass Advisory 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
2021
Q3
Sell
-7,813
Closed -$409K 55
2021
Q2
$409K Hold
7,813
0.25% 35
2021
Q1
$403K Buy
7,813
+1,763
+29% +$90.9K 0.27% 36
2020
Q4
$309K Buy
+6,050
New +$309K 0.24% 34