Dynamic Advisor Solutions’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 | $3.53M | Buy |
70,283
+4,122
| +6% | +$207K | 0.11% | 212 |
|
|
2025
Q1 | $3.3M | Buy |
+66,161
| New | +$3.3M | 0.11% | 207 |
|
|
2024
Q4 | – | Sell |
-101,386
| Closed | -$5M | – | 899 |
|
|
2024
Q3 | $5M | Sell |
101,386
-1,518
| -1% | -$74.9K | 0.15% | 169 |
|
|
2024
Q2 | $4.99M | Buy |
102,904
+4,560
| +5% | +$221K | 0.16% | 163 |
|
|
2024
Q1 | $4.71M | Buy |
98,344
+784
| +0.8% | +$37.5K | 0.16% | 176 |
|
|
2023
Q4 | $4.62M | Buy |
97,560
+5,318
| +6% | +$252K | 0.17% | 167 |
|
|
2023
Q3 | $4.36M | Sell |
92,242
-43,474
| -32% | -$2.06M | 0.21% | 141 |
|
|
2023
Q2 | $6.44M | Sell |
135,716
-23,052
| -15% | -$1.09M | 0.33% | 72 |
|
|
2023
Q1 | $7.59M | Buy |
158,768
+5,622
| +4% | +$269K | 0.44% | 49 |
|
|
2022
Q4 | $7.15M | Buy |
153,146
+12,320
| +9% | +$575K | 0.49% | 44 |
|
|
2022
Q3 | $6.78M | Sell |
140,826
-7,820
| -5% | -$376K | 0.52% | 37 |
|
|
2022
Q2 | $7.45M | Buy |
148,646
+63,347
| +74% | +$3.17M | 0.57% | 31 |
|
|
2022
Q1 | $4.37M | Buy |
85,299
+18,564
| +28% | +$951K | 0.3% | 73 |
|
|
2021
Q4 | $3.43M | Buy |
66,735
+10,165
| +18% | +$522K | 0.25% | 97 |
|
|
2021
Q3 | $2.97M | Buy |
56,570
+15,878
| +39% | +$835K | 0.22% | 110 |
|
|
2021
Q2 | $2.13M | Buy |
40,692
+25,172
| +162% | +$1.32M | 0.17% | 147 |
|
|
2021
Q1 | $800K | Buy |
15,520
+1,378
| +10% | +$71K | 0.07% | 281 |
|
|
2020
Q4 | $723K | Sell |
14,142
-745
| -5% | -$38.1K | 0.07% | 294 |
|
|
2020
Q3 | $760K | Buy |
14,887
+6,815
| +84% | +$348K | 0.09% | 247 |
|
|
2020
Q2 | $405K | Buy |
+8,072
| New | +$405K | 0.05% | 321 |
|