Courier Capital’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
Q4 | – | Sell |
-10,084
| Closed | -$497K | – | 380 |
|
2024
Q3 | $497K | Sell |
10,084
-12,161
| -55% | -$600K | 0.03% | 245 |
|
2024
Q2 | $1.08M | Sell |
22,245
-208,349
| -90% | -$10.1M | 0.09% | 169 |
|
2024
Q1 | $11M | Sell |
230,594
-17,367
| -7% | -$832K | 0.8% | 31 |
|
2023
Q4 | $11.8M | Sell |
247,961
-125,402
| -34% | -$5.96M | 0.89% | 25 |
|
2023
Q3 | $17.7M | Sell |
373,363
-89,404
| -19% | -$4.23M | 1.46% | 13 |
|
2023
Q2 | $21.9M | Buy |
+462,767
| New | +$21.9M | 1.73% | 8 |
|