Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1M | Buy |
1,076,000
+143,303
| +15% | +$7.2M | 1.24% | 23 |
|
|
2025
Q1 | $46.5M | Buy |
932,697
+115,445
| +14% | +$5.76M | 1.21% | 23 |
|
|
2024
Q4 | $39.6M | Buy |
817,252
+381,690
| +88% | +$18.5M | 1.1% | 25 |
|
|
2024
Q3 | $21.5M | Buy |
435,562
+416,742
| +2,214% | +$20.5M | 0.58% | 33 |
|
|
2024
Q2 | $914K | Sell |
18,820
-396,942
| -95% | -$19.3M | 1.08% | 16 |
|
|
2024
Q1 | $19.9M | Buy |
+415,762
| New | +$19.9M | 0.59% | 33 |
|
|
2023
Q4 | – | Sell |
-394,703
| Closed | -$18.7M | – | 360 |
|
|
2023
Q3 | $18.7M | Buy |
394,703
+22,417
| +6% | +$1.06M | 0.66% | 27 |
|
|
2023
Q2 | $17.7M | Buy |
372,286
+45,603
| +14% | +$2.16M | 0.61% | 27 |
|
|
2023
Q1 | $15.6M | Buy |
326,683
+123,800
| +61% | +$5.92M | 0.57% | 27 |
|
|
2022
Q4 | $9.48M | Buy |
202,883
+171,893
| +555% | +$8.03M | 0.34% | 41 |
|
|
2022
Q3 | $1.49M | Buy |
30,990
+25,290
| +444% | +$1.22M | 0.06% | 118 |
|
|
2022
Q2 | $286K | Buy |
+5,700
| New | +$286K | 0.01% | 270 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$4K | – | 1259 |
|
|
2021
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 967 |
|
|
2021
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 973 |
|
|
2021
Q2 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 952 |
|