FOA
Five Oceans Advisors’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 | $330K | Sell |
6,560
-211
| -3% | -$10.6K | 0.14% | 96 |
|
2025
Q1 | $338K | Sell |
6,771
-868
| -11% | -$43.3K | 0.16% | 85 |
|
2024
Q4 | $370K | Sell |
7,639
-107
| -1% | -$5.18K | 0.17% | 84 |
|
2024
Q3 | $382K | Sell |
7,746
-569
| -7% | -$28.1K | 0.18% | 84 |
|
2024
Q2 | $404K | Sell |
8,315
-175
| -2% | -$8.5K | 0.21% | 78 |
|
2024
Q1 | $407K | Sell |
8,490
-635
| -7% | -$30.4K | 0.21% | 80 |
|
2023
Q4 | $433K | Buy |
9,125
+118
| +1% | +$5.6K | 0.24% | 77 |
|
2023
Q3 | $426K | Sell |
9,007
-221
| -2% | -$10.4K | 0.27% | 76 |
|
2023
Q2 | $438K | Sell |
9,228
-1,055
| -10% | -$50K | 0.28% | 75 |
|
2023
Q1 | $492K | Sell |
10,283
-79
| -0.8% | -$3.78K | 0.32% | 72 |
|
2022
Q4 | $484K | Sell |
10,362
-909
| -8% | -$42.5K | 0.34% | 68 |
|
2022
Q3 | $542K | Sell |
11,271
-133
| -1% | -$6.4K | 0.43% | 55 |
|
2022
Q2 | $572K | Sell |
11,404
-38
| -0.3% | -$1.91K | 0.43% | 52 |
|
2022
Q1 | $586K | Sell |
11,442
-96
| -0.8% | -$4.92K | 0.52% | 41 |
|
2021
Q4 | $593K | Buy |
11,538
+115
| +1% | +$5.91K | 0.52% | 41 |
|
2021
Q3 | $601K | Buy |
+11,423
| New | +$601K | 0.69% | 33 |
|