Estate Counselors’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 |
-180,225
| Closed | -$8.42M | – | 170 |
|
2022
Q4 | $8.42M | Buy |
180,225
+95,925
| +114% | +$4.48M | 1.18% | 27 |
|
2022
Q3 | $4.06M | Buy |
+84,300
| New | +$4.06M | 0.63% | 36 |
|
2022
Q1 | – | Sell |
-1,750
| Closed | -$89K | – | 176 |
|
2021
Q4 | $89K | Hold |
1,750
| – | – | 0.01% | 131 |
|
2021
Q3 | $92K | Sell |
1,750
-22,100
| -93% | -$1.16M | 0.01% | 144 |
|
2021
Q2 | $1.25M | Buy |
23,850
+8,100
| +51% | +$424K | 0.16% | 71 |
|
2021
Q1 | $812K | Hold |
15,750
| – | – | 0.12% | 114 |
|
2020
Q4 | $805K | Sell |
15,750
-17,000
| -52% | -$869K | 0.12% | 86 |
|
2020
Q3 | $1.67M | Hold |
32,750
| – | – | 0.26% | 56 |
|
2020
Q2 | $1.64M | Sell |
32,750
-19,000
| -37% | -$953K | 0.26% | 65 |
|
2020
Q1 | $2.52M | Buy |
+51,750
| New | +$2.52M | 0.41% | 53 |
|