FTA
Financial & Tax Architects’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 | $14.2M | Buy |
+283,182
| New | +$14.2M | 3.46% | 7 |
|
|
2023
Q4 | – | Sell |
-194,264
| Closed | -$9.18M | – | 98 |
|
|
2023
Q3 | $9.18M | Buy |
194,264
+7,724
| +4% | +$365K | 2.85% | 10 |
|
|
2023
Q2 | $8.85M | Buy |
186,540
+52,125
| +39% | +$2.47M | 2.73% | 7 |
|
|
2023
Q1 | $6.43M | Buy |
134,415
+21,692
| +19% | +$1.04M | 2.12% | 11 |
|
|
2022
Q4 | $5.3M | Sell |
112,723
-170,876
| -60% | -$8.04M | 1.81% | 12 |
|
|
2022
Q3 | $13.6M | Buy |
283,599
+112,047
| +65% | +$5.39M | 5.11% | 2 |
|
|
2022
Q2 | $8.6M | Buy |
171,552
+52,139
| +44% | +$2.61M | 3.26% | 6 |
|
|
2022
Q1 | $6.12M | Sell |
119,413
-4,226
| -3% | -$216K | 2.31% | 11 |
|
|
2021
Q4 | $6.36M | Buy |
123,639
+19,447
| +19% | +$1,000K | 2.59% | 10 |
|
|
2021
Q3 | $5.48M | Sell |
104,192
-27,512
| -21% | -$1.45M | 2.5% | 7 |
|
|
2021
Q2 | $6.9M | Buy |
131,704
+37,345
| +40% | +$1.96M | 3.38% | 5 |
|
|
2021
Q1 | $4.86M | Buy |
+94,359
| New | +$4.86M | 2.73% | 7 |
|