EverSource Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Sell |
251
-1,255
| -83% | -$63.2K | ﹤0.01% | 2643 |
|
|
2025
Q1 | $75.2K | Sell |
1,506
-4
| -0.3% | -$200 | ﹤0.01% | 1028 |
|
|
2024
Q4 | $73.1K | Sell |
1,510
-997
| -40% | -$48.3K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $124K | Buy |
2,507
+1,254
| +100% | +$61.9K | 0.01% | 721 |
|
|
2024
Q2 | $60.9K | Buy |
1,253
+980
| +359% | +$47.6K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $13.1K | Sell |
273
-646
| -70% | -$30.9K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $43.6K | Buy |
919
+593
| +182% | +$28.2K | ﹤0.01% | 956 |
|
|
2023
Q3 | $15.4K | Sell |
326
-218
| -40% | -$10.3K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $25.8K | Buy |
544
+251
| +86% | +$11.9K | ﹤0.01% | 1054 |
|
|
2023
Q1 | $14K | Hold |
293
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q4 | $13.7K | Sell |
293
-33
| -10% | -$1.54K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $16K | Sell |
326
-1,214
| -79% | -$59.6K | ﹤0.01% | 989 |
|
|
2022
Q2 | $77K | Buy |
1,540
+446
| +41% | +$22.3K | 0.02% | 460 |
|
|
2022
Q1 | $56K | Sell |
1,094
-13
| -1% | -$665 | 0.01% | 449 |
|
|
2021
Q4 | $56K | Buy |
+1,107
| New | +$56K | 0.02% | 411 |
|