DRS
Deane Retirement Strategies’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 | $19.4M | Buy |
385,767
+121,635
| +46% | +$6.11M | 8.69% | 1 |
|
2025
Q1 | $13.2M | Buy |
264,132
+8,109
| +3% | +$405K | 6.28% | 3 |
|
2024
Q4 | $12.4M | Buy |
256,023
+4,222
| +2% | +$204K | 6.24% | 2 |
|
2024
Q3 | $12.4M | Sell |
251,801
-95
| -0% | -$4.69K | 6.05% | 3 |
|
2024
Q2 | $12.2M | Buy |
251,896
+368
| +0.1% | +$17.8K | 6.24% | 3 |
|
2024
Q1 | $12M | Buy |
251,528
+248,905
| +9,489% | +$11.9M | 6.12% | 2 |
|
2023
Q4 | $125K | Sell |
2,623
-487,366
| -99% | -$23.1M | 0.07% | 48 |
|
2023
Q3 | $23.2M | Buy |
489,989
+454
| +0.1% | +$21.5K | 12.93% | 2 |
|
2023
Q2 | $23.2M | Buy |
489,535
+1,213
| +0.2% | +$57.5K | 12.73% | 1 |
|
2023
Q1 | $23.3M | Buy |
488,322
+7,262
| +2% | +$347K | 12.87% | 1 |
|
2022
Q4 | $22.5M | Sell |
481,060
-68,714
| -12% | -$3.21M | 12.53% | 1 |
|
2022
Q3 | $26.5M | Buy |
549,774
+15,714
| +3% | +$756K | 16.23% | 1 |
|
2022
Q2 | $26.6M | Sell |
534,060
-8,995
| -2% | -$448K | 16.54% | 1 |
|
2022
Q1 | $27.4M | Buy |
543,055
+110,242
| +25% | +$5.57M | 15.16% | 2 |
|
2021
Q4 | $22.2M | Sell |
432,813
-106,262
| -20% | -$5.46M | 11.74% | 1 |
|
2021
Q3 | $28.3M | Sell |
539,075
-2,035
| -0.4% | -$107K | 15.86% | 1 |
|
2021
Q2 | $28.4M | Buy |
541,110
+385,621
| +248% | +$20.2M | 15.6% | 1 |
|
2021
Q1 | $8.02M | Buy |
155,489
+4,967
| +3% | +$256K | 4.32% | 6 |
|
2020
Q4 | $7.69M | Sell |
150,522
-3,083
| -2% | -$158K | 4.69% | 5 |
|
2020
Q3 | $7.84M | Buy |
+153,605
| New | +$7.84M | 5.32% | 5 |
|
2017
Q2 | – | Sell |
-77,548
| Closed | -$3.84M | – | 79 |
|
2017
Q1 | $3.84M | Buy |
77,548
+3,855
| +5% | +$191K | 3.19% | 10 |
|
2016
Q4 | $3.62M | Buy |
73,693
+678
| +0.9% | +$33.3K | 3.23% | 9 |
|
2016
Q3 | $3.63M | Buy |
+73,015
| New | +$3.63M | 3.3% | 9 |
|