EP Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $699K | Buy |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $22.5M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $351K | Buy |
|