Creative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
380,854
+10,630
| +3% | +$534K | 0.02% | 346 |
|
|
2025
Q1 | $18.5M | Sell |
370,224
-2,409
| -0.6% | -$120K | 0.02% | 347 |
|
|
2024
Q4 | $18M | Sell |
372,633
-25,751
| -6% | -$1.25M | 0.02% | 315 |
|
|
2024
Q3 | $19.6M | Sell |
398,384
-24,044
| -6% | -$1.19M | 0.02% | 290 |
|
|
2024
Q2 | $20.5M | Buy |
422,428
+123,450
| +41% | +$5.99M | 0.02% | 265 |
|
|
2024
Q1 | $14.3M | Sell |
298,978
-50,515
| -14% | -$2.42M | 0.02% | 320 |
|
|
2023
Q4 | $16.6M | Sell |
349,493
-69,259
| -17% | -$3.29M | 0.03% | 278 |
|
|
2023
Q3 | $19.8M | Sell |
418,752
-94,333
| -18% | -$4.46M | 0.03% | 238 |
|
|
2023
Q2 | $24.3M | Sell |
513,085
-75,393
| -13% | -$3.58M | 0.03% | 194 |
|
|
2023
Q1 | $28.1M | Sell |
588,478
-47,253
| -7% | -$2.26M | 0.04% | 176 |
|
|
2022
Q4 | $29.7M | Buy |
635,731
+184,401
| +41% | +$8.61M | 0.04% | 160 |
|
|
2022
Q3 | $21.7M | Sell |
451,330
-144,912
| -24% | -$6.97M | 0.04% | 179 |
|
|
2022
Q2 | $29.9M | Buy |
596,242
+116,532
| +24% | +$5.84M | 0.05% | 147 |
|
|
2022
Q1 | $24.6M | Buy |
479,710
+26,305
| +6% | +$1.35M | 0.04% | 178 |
|
|
2021
Q4 | $23.3M | Sell |
453,405
-91,211
| -17% | -$4.69M | 0.04% | 166 |
|
|
2021
Q3 | $28.6M | Buy |
544,616
+68,593
| +14% | +$3.61M | 0.05% | 142 |
|
|
2021
Q2 | $24.9M | Sell |
476,023
-1,052
| -0.2% | -$55.1K | 0.04% | 155 |
|
|
2021
Q1 | $24.6M | Sell |
477,075
-12,945
| -3% | -$667K | 0.05% | 148 |
|
|
2020
Q4 | $25M | Buy |
490,020
+23,731
| +5% | +$1.21M | 0.06% | 136 |
|
|
2020
Q3 | $23.8M | Buy |
466,289
+25,795
| +6% | +$1.32M | 0.06% | 120 |
|
|
2020
Q2 | $22.1M | Sell |
440,494
-81,324
| -16% | -$4.08M | 0.06% | 111 |
|
|
2020
Q1 | $25.4M | Sell |
521,818
-371,157
| -42% | -$18.1M | 0.09% | 92 |
|
|
2019
Q4 | $44M | Sell |
892,975
-19,290
| -2% | -$951K | 0.13% | 70 |
|
|
2019
Q3 | $44.7M | Sell |
912,265
-20,440
| -2% | -$1M | 0.15% | 65 |
|
|
2019
Q2 | $46M | Buy |
932,705
+926,349
| +14,574% | +$45.7M | 0.15% | 63 |
|
|
2019
Q1 | $309K | Sell |
6,356
-3,687
| -37% | -$179K | ﹤0.01% | 1308 |
|
|
2018
Q4 | $481K | Buy |
10,043
+1,111
| +12% | +$53.2K | ﹤0.01% | 978 |
|
|
2018
Q3 | $432K | Sell |
8,932
-10,942
| -55% | -$529K | ﹤0.01% | 1167 |
|
|
2018
Q2 | $971K | Sell |
19,874
-4,904
| -20% | -$240K | ﹤0.01% | 755 |
|
|
2018
Q1 | $1.21M | Buy |
24,778
+765
| +3% | +$37.4K | ﹤0.01% | 633 |
|
|
2017
Q4 | $1.17M | Sell |
24,013
-1,312
| -5% | -$64K | 0.01% | 639 |
|
|
2017
Q3 | $1.25M | Buy |
25,325
+5,463
| +28% | +$270K | 0.01% | 616 |
|
|
2017
Q2 | $978K | Sell |
19,862
-394
| -2% | -$19.4K | 0.01% | 700 |
|
|
2017
Q1 | $1M | Buy |
20,256
+8,192
| +68% | +$405K | 0.01% | 671 |
|
|
2016
Q4 | $593K | Buy |
12,064
+1,629
| +16% | +$80.1K | ﹤0.01% | 846 |
|
|
2016
Q3 | $518K | Buy |
10,435
+10,274
| +6,381% | +$510K | ﹤0.01% | 871 |
|
|
2016
Q2 | $8K | Sell |
161
-65
| -29% | -$3.23K | ﹤0.01% | 3348 |
|
|
2016
Q1 | $11K | Buy |
226
+65
| +40% | +$3.16K | ﹤0.01% | 3153 |
|
|
2015
Q4 | $8K | Buy |
+161
| New | +$8K | ﹤0.01% | 3388 |
|
|
2014
Q4 | – | Sell |
-199
| Closed | -$10K | – | 4195 |
|
|
2014
Q3 | $10K | Buy |
+199
| New | +$10K | ﹤0.01% | 2909 |
|