CA
CSM 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-796,135
| Closed | -$40.8M | – | 128 |
|
2022
Q1 | $40.8M | Hold |
796,135
| – | – | 2.79% | 9 |
|
2021
Q4 | $40.9M | Hold |
796,135
| – | – | 2.71% | 8 |
|
2021
Q3 | $41.9M | Buy |
796,135
+221,941
| +39% | +$11.7M | 3.09% | 8 |
|
2021
Q2 | $30.1M | Buy |
+574,194
| New | +$30.1M | 1.99% | 13 |
|