ERn Financial LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-136,684
| Closed | -$6.38M | – | 179 |
|
|
2022
Q4 | $6.38M | Buy |
136,684
+6,459
| +5% | +$302K | 1.46% | 20 |
|
|
2022
Q3 | $6.27M | Buy |
130,225
+2,871
| +2% | +$138K | 1.6% | 17 |
|
|
2022
Q2 | $6.38M | Sell |
127,354
-52,335
| -29% | -$2.62M | 1.56% | 18 |
|
|
2022
Q1 | $9.2M | Buy |
179,689
+108,219
| +151% | +$5.54M | 2.04% | 17 |
|
|
2021
Q4 | $3.67M | Buy |
+71,470
| New | +$3.67M | 0.82% | 41 |
|