Dakota Wealth Management’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
2025
Q2
$509K Sell
10,124
-2,601
-20% -$131K 0.01% 510
2025
Q1
$635K Buy
12,725
+3,424
+37% +$171K 0.01% 467
2024
Q4
$450K Sell
9,301
-349
-4% -$16.9K 0.01% 527
2024
Q3
$476K Buy
9,650
+27
+0.3% +$1.33K 0.01% 506
2024
Q2
$467K Sell
9,623
-467
-5% -$22.7K 0.01% 516
2024
Q1
$483K Sell
10,090
-704
-7% -$33.7K 0.01% 505
2023
Q4
$513K Sell
10,794
-57,769
-84% -$2.74M 0.02% 414
2023
Q3
$3.24M Buy
+68,563
New +$3.24M 0.14% 152