Fi3 Financial Advisors’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 | $212K | Sell |
4,215
-1,737
| -29% | -$87.3K | 0.08% | 157 |
|
|
2025
Q1 | $297K | Hold |
5,952
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $288K | Hold |
5,952
| – | – | 0.11% | 79 |
|
|
2024
Q3 | $293K | Sell |
5,952
-2,366
| -28% | -$117K | 0.12% | 70 |
|
|
2024
Q2 | $404K | Sell |
8,318
-1,641
| -16% | -$79.7K | 0.18% | 42 |
|
|
2024
Q1 | $478K | Sell |
9,959
-54,093
| -84% | -$2.6M | 0.22% | 37 |
|
|
2023
Q4 | $3.04M | Buy |
+64,052
| New | +$3.04M | 1.45% | 15 |
|