EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
5,708
-718
| -11% | -$36.1K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $321K | Buy |
6,426
+710
| +12% | +$35.4K | ﹤0.01% | 884 |
|
|
2024
Q4 | $277K | Sell |
5,716
-8,463
| -60% | -$410K | ﹤0.01% | 907 |
|
|
2024
Q3 | $699K | Buy |
14,179
+7,502
| +112% | +$370K | 0.01% | 587 |
|
|
2024
Q2 | $324K | Buy |
6,677
+2,481
| +59% | +$120K | ﹤0.01% | 635 |
|
|
2024
Q1 | $201K | Buy |
+4,196
| New | +$201K | ﹤0.01% | 736 |
|
|
2023
Q4 | – | Sell |
-4,598
| Closed | -$217K | – | 841 |
|
|
2023
Q3 | $217K | Buy |
4,598
+2,097
| +84% | +$99.2K | ﹤0.01% | 646 |
|
|
2023
Q2 | $865K | Sell |
2,501
-107,904
| -98% | -$37.3M | 0.01% | 357 |
|
|
2023
Q1 | $22.5M | Buy |
+110,405
| New | +$22.5M | 0.39% | 59 |
|
|
2022
Q4 | – | Sell |
-10,844
| Closed | -$522K | – | 643 |
|
|
2022
Q3 | $522K | Buy |
10,844
+1,671
| +18% | +$80.4K | 0.01% | 278 |
|
|
2022
Q2 | $460K | Sell |
9,173
-3,425
| -27% | -$172K | 0.01% | 389 |
|
|
2022
Q1 | $645K | Buy |
12,598
+7,299
| +138% | +$374K | 0.01% | 331 |
|
|
2021
Q4 | $272K | Buy |
5,299
+515
| +11% | +$26.4K | 0.01% | 476 |
|
|
2021
Q3 | $252K | Buy |
4,784
+40
| +0.8% | +$2.11K | 0.01% | 470 |
|
|
2021
Q2 | $249K | Sell |
4,744
-4,662
| -50% | -$245K | 0.01% | 482 |
|
|
2021
Q1 | $485K | Buy |
9,406
+3,967
| +73% | +$205K | 0.02% | 327 |
|
|
2020
Q4 | $278K | Buy |
5,439
+33
| +0.6% | +$1.69K | 0.01% | 354 |
|
|
2020
Q3 | $276K | Buy |
+5,406
| New | +$276K | 0.01% | 300 |
|
|
2020
Q2 | – | Sell |
-7,201
| Closed | -$351K | – | 296 |
|
|
2020
Q1 | $351K | Buy |
+7,201
| New | +$351K | 0.02% | 296 |
|