FP
Fiduciary Planning’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 | $25.2M | Sell |
501,973
-62,826
| -11% | -$3.16M | 8.35% | 3 |
|
|
2025
Q1 | $28.2M | Buy |
564,799
+12,922
| +2% | +$645K | 9.29% | 3 |
|
|
2024
Q4 | $26.7M | Buy |
551,877
+16,724
| +3% | +$810K | 8.68% | 3 |
|
|
2024
Q3 | $26.4M | Buy |
535,153
+16,144
| +3% | +$796K | 8.96% | 3 |
|
|
2024
Q2 | $25.2M | Buy |
519,009
+22,147
| +4% | +$1.08M | 9.01% | 3 |
|
|
2024
Q1 | $23.8M | Buy |
496,862
+23,192
| +5% | +$1.11M | 9% | 5 |
|
|
2023
Q4 | $22.5M | Buy |
+473,670
| New | +$22.5M | 9.57% | 6 |
|
|
2021
Q2 | – | Sell |
-26
| Closed | -$1K | – | 267 |
|
|
2021
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 259 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 235 |
|
|
2020
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 192 |
|
|
2020
Q1 | – | Sell |
-10,037
| Closed | -$496K | – | 72 |
|
|
2019
Q4 | $496K | Buy |
+10,037
| New | +$496K | 0.46% | 35 |
|