Elevate 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 | $1.97M | Sell |
39,145
-4,665
| -11% | -$235K | 1.4% | 18 |
|
|
2025
Q1 | $2.19M | Buy |
43,810
+371
| +0.9% | +$18.5K | 1.55% | 17 |
|
|
2024
Q4 | $2.1M | Buy |
43,439
+496
| +1% | +$24K | 1.58% | 16 |
|
|
2024
Q3 | $2.12M | Sell |
42,943
-294
| -0.7% | -$14.5K | 1.57% | 15 |
|
|
2024
Q2 | $2.1M | Sell |
43,237
-1,164
| -3% | -$56.5K | 1.7% | 15 |
|
|
2024
Q1 | $2.13M | Sell |
44,401
-5,441
| -11% | -$261K | 1.85% | 16 |
|
|
2023
Q4 | $2.37M | Buy |
+49,842
| New | +$2.37M | 2.17% | 13 |
|