Family Wealth Partners’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 | $6.13M | Buy |
122,013
+6,039
| +5% | +$304K | 2.45% | 14 |
|
|
2025
Q1 | $5.79M | Buy |
115,974
+7,434
| +7% | +$371K | 2.64% | 14 |
|
|
2024
Q4 | $5.26M | Buy |
108,540
+14,413
| +15% | +$698K | 2.5% | 15 |
|
|
2024
Q3 | $4.64M | Sell |
94,127
-928
| -1% | -$45.8K | 2.37% | 16 |
|
|
2024
Q2 | $4.61M | Buy |
95,055
+9,732
| +11% | +$472K | 2.39% | 16 |
|
|
2024
Q1 | $4.09M | Buy |
85,323
+27,494
| +48% | +$1.32M | 2.32% | 16 |
|
|
2023
Q4 | $2.75M | Buy |
+57,829
| New | +$2.75M | 2.12% | 20 |
|