FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $47.4K | Hold |
962
| – | – | 0.01% | 578 |
|
|
2024
Q2 | $46.7K | Hold |
962
| – | – | 0.01% | 543 |
|
|
2024
Q1 | $46.1K | Hold |
962
| – | – | 0.01% | 538 |
|
|
2023
Q4 | $45.7K | Hold |
962
| – | – | 0.01% | 505 |
|
|
2023
Q3 | $45.5K | Hold |
962
| – | – | 0.01% | 470 |
|
|
2023
Q2 | $44.9K | Hold |
962
| – | – | 0.01% | 460 |
|
|
2023
Q1 | $44.9K | Hold |
962
| – | – | 0.01% | 460 |
|
|
2022
Q4 | $44.9K | Hold |
962
| – | – | 0.01% | 460 |
|
|
2022
Q3 | $46K | Hold |
962
| – | – | 0.01% | 524 |
|
|
2022
Q2 | $48K | Hold |
962
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $49K | Hold |
962
| – | – | 0.01% | 568 |
|
|
2021
Q4 | $49K | Hold |
962
| – | – | 0.01% | 552 |
|
|
2021
Q3 | $51K | Hold |
962
| – | – | 0.01% | 542 |
|
|
2021
Q2 | $50K | Buy |
+962
| New | +$50K | 0.01% | 554 |
|
|
2021
Q1 | – | Sell |
-647
| Closed | -$33K | – | 1170 |
|
|
2020
Q4 | $33K | Sell |
647
-114
| -15% | -$5.82K | 0.01% | 557 |
|
|
2020
Q3 | $39 | Hold |
761
| – | – | 0.01% | 536 |
|
|
2020
Q2 | $38K | Buy |
761
+300
| +65% | +$15K | 0.02% | 534 |
|
|
2020
Q1 | $22K | Hold |
461
| – | – | 0.01% | 601 |
|
|
2019
Q4 | $23K | Hold |
461
| – | – | 0.01% | 607 |
|
|
2019
Q3 | $23K | Hold |
461
| – | – | 0.01% | 609 |
|
|
2019
Q2 | $23K | Sell |
461
-1,548
| -77% | -$77.2K | 0.01% | 572 |
|
|
2019
Q1 | $98K | Hold |
2,009
| – | – | 0.04% | 280 |
|
|
2018
Q4 | $96K | Buy |
+2,009
| New | +$96K | 0.05% | 265 |
|