Essex Financial Services’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 | $790K | Sell |
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|
2025
Q1 | $814K | Sell |
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|
2024
Q4 | $843K | Hold |
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|
2024
Q3 | $851K | Buy |
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|
2024
Q2 | $602K | Sell |
|
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.45M | Sell |
|
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $1.05M | Buy |
|