FineMark National Bank & Trust’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 | $529K | Hold |
10,514
| – | – | 0.02% | 294 |
|
2025
Q1 | $525K | Hold |
10,514
| – | – | 0.02% | 290 |
|
2024
Q4 | $509K | Hold |
10,514
| – | – | 0.02% | 281 |
|
2024
Q3 | $518K | Sell |
10,514
-142
| -1% | -$7K | 0.02% | 279 |
|
2024
Q2 | $517K | Sell |
10,656
-470
| -4% | -$22.8K | 0.02% | 271 |
|
2024
Q1 | $533K | Buy |
11,126
+507
| +5% | +$24.3K | 0.02% | 272 |
|
2023
Q4 | $504K | Sell |
10,619
-1
| -0% | -$47 | 0.02% | 280 |
|
2023
Q3 | $502K | Hold |
10,620
| – | – | 0.02% | 271 |
|
2023
Q2 | $504K | Buy |
10,620
+331
| +3% | +$15.7K | 0.02% | 278 |
|
2023
Q1 | $492K | Buy |
10,289
+1,131
| +12% | +$54.1K | 0.02% | 273 |
|
2022
Q4 | $428K | Buy |
+9,158
| New | +$428K | 0.02% | 274 |
|