Delap Wealth Advisory’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 | $2.97M | Buy |
59,125
+8,858
| +18% | +$445K | 1.43% | 19 |
|
|
2025
Q1 | $2.51M | Buy |
50,267
+5,149
| +11% | +$257K | 1.4% | 20 |
|
|
2024
Q4 | $2.18M | Buy |
45,118
+5,426
| +14% | +$263K | 1.31% | 21 |
|
|
2024
Q3 | $1.96M | Buy |
39,692
+3,809
| +11% | +$188K | 1.24% | 22 |
|
|
2024
Q2 | $1.74M | Sell |
35,883
-85
| -0.2% | -$4.13K | 0.8% | 23 |
|
|
2024
Q1 | $1.72M | Sell |
35,968
-20,126
| -36% | -$964K | 0.7% | 29 |
|
|
2023
Q4 | $2.66M | Buy |
56,094
+35,605
| +174% | +$1.69M | 1.21% | 20 |
|
|
2023
Q3 | $969K | Sell |
20,489
-2,401
| -10% | -$114K | 0.94% | 19 |
|
|
2023
Q2 | $1.09M | Buy |
22,890
+5,735
| +33% | +$272K | 1.06% | 17 |
|
|
2023
Q1 | $820K | Sell |
17,155
-5,190
| -23% | -$248K | 0.84% | 22 |
|
|
2022
Q4 | $1.04M | Buy |
+22,345
| New | +$1.04M | 1.09% | 21 |
|