FGAM
Financial Gravity Asset Management’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
Q1 | $67.1K | Buy |
+1,345
| New | +$67.1K | 0.01% | 266 |
|
|
2024
Q2 | $69.8K | Sell |
1,437
-4,718
| -77% | -$229K | 0.02% | 221 |
|
|
2024
Q1 | $293K | Buy |
6,155
+896
| +17% | +$42.7K | 0.04% | 154 |
|
|
2023
Q4 | $250K | Buy |
5,259
+4,306
| +452% | +$204K | ﹤0.01% | 489 |
|
|
2023
Q3 | $44.9K | Buy |
953
+906
| +1,928% | +$42.7K | ﹤0.01% | 507 |
|
|
2023
Q2 | $7.85K | Sell |
47
-1
| -2% | -$167 | 0.02% | 399 |
|
|
2023
Q1 | $35K | Buy |
48
+1
| +2% | +$729 | 1.08% | 17 |
|
|
2022
Q4 | $39.3K | Sell |
47
-1,009
| -96% | -$843K | 0.2% | 70 |
|
|
2022
Q3 | $35.1K | Sell |
1,056
-44
| -4% | -$1.46K | 1.19% | 16 |
|
|
2022
Q2 | $36.6K | Sell |
1,100
-22
| -2% | -$732 | 1.14% | 17 |
|
|
2022
Q1 | $38.1K | Sell |
1,122
-357
| -24% | -$12.1K | 1.07% | 16 |
|
|
2021
Q4 | $40.1K | Buy |
1,479
+712
| +93% | +$19.3K | 0.9% | 20 |
|
|
2021
Q3 | $53K | Sell |
767
-1
| -0.1% | -$69 | 0.03% | 546 |
|
|
2021
Q2 | $52K | Sell |
768
-417
| -35% | -$28.2K | 0.02% | 558 |
|
|
2021
Q1 | $61.1K | Buy |
1,185
+17
| +1% | +$876 | 1.25% | 10 |
|
|
2020
Q4 | $60K | Buy |
+1,168
| New | +$60K | 0.05% | 82 |
|
|
2020
Q2 | – | Sell |
-4,268
| Closed | -$208K | – | 912 |
|
|
2020
Q1 | $208K | Sell |
4,268
-6,302
| -60% | -$307K | 0.64% | 18 |
|
|
2019
Q4 | $49K | Sell |
10,570
-5,958
| -36% | -$27.6K | 0.03% | 662 |
|
|
2019
Q3 | $811K | Sell |
16,528
-5,251
| -24% | -$258K | 0.7% | 31 |
|
|
2019
Q2 | $1.07M | Sell |
21,779
-6,545
| -23% | -$323K | 0.88% | 25 |
|
|
2019
Q1 | $1.38M | Buy |
+28,324
| New | +$1.38M | 1.12% | 18 |
|
|
2018
Q3 | $73K | Buy |
1,520
+679
| +81% | +$32.6K | 0.08% | 254 |
|
|
2018
Q2 | $41K | Sell |
841
-751
| -47% | -$36.6K | 0.04% | 377 |
|
|
2018
Q1 | $78K | Buy |
+1,592
| New | +$78K | 0.08% | 224 |
|