DI
Disciplined Investments’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 | $2.15M | Sell |
42,697
-3,418
| -7% | -$172K | 0.91% | 34 |
|
|
2025
Q1 | $2.3M | Buy |
46,115
+508
| +1% | +$25.3K | 1.06% | 32 |
|
|
2024
Q4 | $2.21M | Buy |
45,607
+402
| +0.9% | +$19.5K | 1.09% | 29 |
|
|
2024
Q3 | $2.23M | Sell |
45,205
-7,084
| -14% | -$349K | 1.1% | 30 |
|
|
2024
Q2 | $2.54M | Sell |
52,289
-4,229
| -7% | -$205K | 1.35% | 27 |
|
|
2024
Q1 | $2.71M | Sell |
56,518
-1,413
| -2% | -$67.7K | 1.48% | 25 |
|
|
2023
Q4 | $2.75M | Sell |
57,931
-9,146
| -14% | -$434K | 1.61% | 21 |
|
|
2023
Q3 | $3.17M | Sell |
67,077
-7,602
| -10% | -$359K | 1.93% | 15 |
|
|
2023
Q2 | $3.54M | Sell |
74,679
-9,319
| -11% | -$442K | 1.89% | 14 |
|
|
2023
Q1 | $4.02M | Buy |
83,998
+2,824
| +3% | +$135K | 1.69% | 16 |
|
|
2022
Q4 | $3.79M | Sell |
81,174
-23,989
| -23% | -$1.12M | 1.85% | 16 |
|
|
2022
Q3 | $5.06M | Buy |
105,163
+2,937
| +3% | +$141K | 2.32% | 7 |
|
|
2022
Q2 | $5.12M | Buy |
102,226
+13,571
| +15% | +$680K | 2.32% | 7 |
|
|
2022
Q1 | $4.54M | Buy |
88,655
+26,420
| +42% | +$1.35M | 1.88% | 14 |
|
|
2021
Q4 | $3.2M | Buy |
62,235
+6,201
| +11% | +$319K | 1.41% | 25 |
|
|
2021
Q3 | $2.95M | Buy |
56,034
+8,675
| +18% | +$456K | 1.43% | 26 |
|
|
2021
Q2 | $2.48M | Buy |
47,359
+10,237
| +28% | +$537K | 1.27% | 26 |
|
|
2021
Q1 | $1.91M | Buy |
37,122
+7,400
| +25% | +$381K | 1.13% | 29 |
|
|
2020
Q4 | $1.52M | Buy |
29,722
+3,980
| +15% | +$203K | 1.01% | 31 |
|
|
2020
Q3 | $1.31M | Buy |
25,742
+4,265
| +20% | +$218K | 0.97% | 30 |
|
|
2020
Q2 | $1.08M | Buy |
21,477
+3,052
| +17% | +$153K | 0.84% | 36 |
|
|
2020
Q1 | $898K | Sell |
18,425
-4,546
| -20% | -$222K | 0.85% | 35 |
|
|
2019
Q4 | $1.13M | Buy |
+22,971
| New | +$1.13M | 0.95% | 27 |
|