Diversified Portfolios Inc’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,105
| Closed | -$242K | – | 127 |
|
2023
Q2 | $242K | Hold |
5,105
| – | – | 0.05% | 115 |
|
2023
Q1 | $244K | Sell |
5,105
-27,033
| -84% | -$1.29M | 0.05% | 121 |
|
2022
Q4 | $1.5M | Sell |
32,138
-9,437
| -23% | -$441K | 0.34% | 38 |
|
2022
Q3 | $2M | Sell |
41,575
-1,464
| -3% | -$70.4K | 0.54% | 33 |
|
2022
Q2 | $2.16M | Sell |
43,039
-3,033
| -7% | -$152K | 0.6% | 29 |
|
2022
Q1 | $2.36M | Sell |
46,072
-11,956
| -21% | -$612K | 0.57% | 30 |
|
2021
Q4 | $2.98M | Buy |
58,028
+11,728
| +25% | +$603K | 0.72% | 26 |
|
2021
Q3 | $2.43M | Buy |
+46,300
| New | +$2.43M | 0.67% | 23 |
|
2021
Q2 | – | Sell |
-40,792
| Closed | -$2.1M | – | 120 |
|
2021
Q1 | $2.1M | Buy |
40,792
+29,573
| +264% | +$1.52M | 0.69% | 22 |
|
2020
Q4 | $573K | Sell |
11,219
-675
| -6% | -$34.5K | 0.2% | 46 |
|
2020
Q3 | $607K | Buy |
+11,894
| New | +$607K | 0.26% | 35 |
|