EFG
Ethos Financial Group’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 | $7.97M | Buy |
158,674
+43,910
| +38% | +$2.21M | 0.69% | 36 |
|
|
2025
Q1 | $5.56M | Buy |
114,764
+3,145
| +3% | +$152K | 0.53% | 48 |
|
|
2024
Q4 | $5.4M | Buy |
111,619
+5,286
| +5% | +$256K | 0.7% | 40 |
|
|
2024
Q3 | $5.24M | Sell |
106,333
-896
| -0.8% | -$44.2K | 0.86% | 33 |
|
|
2024
Q2 | $5.2M | Buy |
107,229
+1,025
| +1% | +$49.7K | 0.92% | 32 |
|
|
2024
Q1 | $5.08M | Buy |
106,204
+5,826
| +6% | +$279K | 0.96% | 32 |
|
|
2023
Q4 | $4.77M | Sell |
100,378
-125,510
| -56% | -$5.96M | 1.01% | 29 |
|
|
2023
Q3 | $12.1M | Sell |
225,888
-27,974
| -11% | -$1.5M | 3.13% | 5 |
|
|
2023
Q2 | $12.1M | Hold |
253,862
| – | – | 4.1% | 4 |
|
|
2023
Q1 | $12.1M | Sell |
253,862
-246
| -0.1% | -$11.8K | 3.78% | 4 |
|
|
2022
Q4 | $11.9M | Buy |
+254,108
| New | +$11.9M | 4.02% | 5 |
|