Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.9M | Buy |
245,208
+7,707
| +3% | +$373K | 1.04% | 41 |
|
|
2024
Q3 | $11.7M | Buy |
237,501
+18,570
| +8% | +$916K | 1.03% | 42 |
|
|
2024
Q2 | $10.6M | Buy |
218,931
+5,464
| +3% | +$265K | 0.98% | 43 |
|
|
2024
Q1 | $10.2M | Buy |
213,467
+4,381
| +2% | +$210K | 0.94% | 45 |
|
|
2023
Q4 | $9.93M | Buy |
209,086
+6,334
| +3% | +$301K | 0.97% | 46 |
|
|
2023
Q3 | $9.59M | Buy |
202,752
+10,115
| +5% | +$478K | 1.05% | 42 |
|
|
2023
Q2 | $9.13M | Buy |
192,637
+8,996
| +5% | +$427K | 0.96% | 45 |
|
|
2023
Q1 | $8.78M | Buy |
183,641
+11,601
| +7% | +$555K | 0.99% | 45 |
|
|
2022
Q4 | $8.04M | Buy |
172,040
+12,876
| +8% | +$601K | 0.94% | 46 |
|
|
2022
Q3 | $7.66M | Sell |
159,164
-50,232
| -24% | -$2.42M | 0.96% | 49 |
|
|
2022
Q2 | $10.5M | Buy |
209,396
+6,839
| +3% | +$343K | 1.26% | 37 |
|
|
2022
Q1 | $10.4M | Buy |
202,557
+6,226
| +3% | +$319K | 1.11% | 42 |
|
|
2021
Q4 | $10.1M | Buy |
+196,331
| New | +$10.1M | 1.06% | 43 |
|