Financial Advocates Investment Management’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 | $5.14M | Buy |
102,200
+26,211
| +34% | +$1.32M | 0.42% | 47 |
|
|
2025
Q1 | $3.79M | Buy |
+75,989
| New | +$3.79M | 0.27% | 84 |
|
|
2024
Q2 | – | Sell |
-12,037
| Closed | -$576K | – | 797 |
|
|
2024
Q1 | $576K | Sell |
12,037
-47
| -0.4% | -$2.25K | 0.03% | 428 |
|
|
2023
Q4 | $574K | Sell |
12,084
-4,118
| -25% | -$196K | 0.04% | 401 |
|
|
2023
Q3 | $766K | Buy |
16,202
+106
| +0.7% | +$5.01K | 0.06% | 319 |
|
|
2023
Q2 | $763K | Buy |
16,096
+26
| +0.2% | +$1.23K | 0.05% | 309 |
|
|
2023
Q1 | $768K | Sell |
16,070
-23,430
| -59% | -$1.12M | 0.06% | 331 |
|
|
2022
Q4 | $1.85M | Buy |
+39,500
| New | +$1.85M | 0.14% | 174 |
|
|
2022
Q1 | – | Sell |
-7,650
| Closed | -$393K | – | 813 |
|
|
2021
Q4 | $393K | Sell |
7,650
-655
| -8% | -$33.6K | 0.02% | 545 |
|
|
2021
Q3 | $436K | Buy |
+8,305
| New | +$436K | 0.03% | 505 |
|
|
2018
Q1 | – | Sell |
-3,991
| Closed | -$195K | – | 542 |
|
|
2017
Q4 | $195K | Buy |
+3,991
| New | +$195K | 0.03% | 461 |
|