EP
Essential Planning’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 | $5.76M | Buy |
114,552
+2,431
| +2% | +$122K | 2.14% | 10 |
|
|
2025
Q1 | $5.59M | Sell |
112,121
-6,714,863
| -98% | -$335M | 2.25% | 9 |
|
|
2024
Q4 | $334M | Buy |
6,826,984
+6,721,533
| +6,374% | +$328M | 2.17% | 10 |
|
|
2024
Q3 | $5.2M | Sell |
105,451
-59
| -0.1% | -$2.91K | 2.13% | 10 |
|
|
2024
Q2 | $5.12M | Buy |
105,510
+1,370
| +1% | +$66.5K | 2.25% | 11 |
|
|
2024
Q1 | $4.95M | Buy |
104,140
+338
| +0.3% | +$16.1K | 2.48% | 10 |
|
|
2023
Q4 | $4.93M | Sell |
103,802
-4,456
| -4% | -$212K | 2.49% | 10 |
|
|
2023
Q3 | $5.12M | Sell |
108,258
-2,216
| -2% | -$105K | 2.83% | 8 |
|
|
2023
Q2 | $5.24M | Sell |
110,474
-200
| -0.2% | -$9.48K | 2.99% | 8 |
|
|
2023
Q1 | $5.27M | Sell |
110,674
-30,645
| -22% | -$1.46M | 3.2% | 7 |
|
|
2022
Q4 | $6.73M | Buy |
141,319
+134,156
| +1,873% | +$6.39M | 5.16% | 5 |
|
|
2022
Q3 | $344K | Buy |
+7,163
| New | +$344K | 1.99% | 13 |
|