EA
Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $502K | Sell |
9,795
-3,790
| -28% | -$194K | 0.68% | 30 |
|
|
2021
Q4 | $698K | Buy |
13,585
+1,301
| +11% | +$66.8K | 0.39% | 47 |
|
|
2021
Q3 | $646K | Buy |
12,284
+2,789
| +29% | +$147K | 0.39% | 48 |
|
|
2021
Q2 | $498K | Buy |
9,495
+1,075
| +13% | +$56.4K | 0.29% | 57 |
|
|
2021
Q1 | $434K | Buy |
8,420
+2,405
| +40% | +$124K | 0.27% | 59 |
|
|
2020
Q4 | $307K | Buy |
6,015
+395
| +7% | +$20.2K | 0.19% | 63 |
|
|
2020
Q3 | $287K | Buy |
5,620
+270
| +5% | +$13.8K | 0.2% | 67 |
|
|
2020
Q2 | $268K | Hold |
5,350
| – | – | 0.19% | 70 |
|
|
2020
Q1 | $261K | Buy |
5,350
+720
| +16% | +$35.1K | 0.21% | 66 |
|
|
2019
Q4 | $228K | Hold |
4,630
| – | – | 0.14% | 83 |
|
|
2019
Q3 | $227K | Buy |
4,630
+60
| +1% | +$2.94K | 0.15% | 79 |
|
|
2019
Q2 | $225K | Buy |
4,570
+280
| +7% | +$13.8K | 0.15% | 80 |
|
|
2019
Q1 | $209K | Buy |
+4,290
| New | +$209K | 0.15% | 84 |
|
|
2018
Q4 | – | Sell |
-4,015
| Closed | -$194K | – | 264 |
|
|
2018
Q3 | $194K | Buy |
+4,015
| New | +$194K | 0.13% | 84 |
|