Concurrent Investment 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
$688K Buy
+13,689
New +$688K 0.01% 730
2024
Q1
Sell
-13,902
Closed -$660K 941
2023
Q4
$660K Buy
+13,902
New +$660K 0.03% 422