Focused Wealth Management’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
Q1 | – | Sell |
-313
| Closed | -$14.8K | – | 911 |
|
|
2023
Q4 | $14.8K | Buy |
313
+7
| +2% | +$332 | ﹤0.01% | 475 |
|
|
2023
Q3 | $14.5K | Buy |
306
+2
| +0.7% | +$95 | ﹤0.01% | 465 |
|
|
2023
Q2 | $14.4K | Hold |
304
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $14.5K | Hold |
304
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $14.2K | Buy |
304
+13
| +4% | +$607 | ﹤0.01% | 466 |
|
|
2022
Q3 | $14K | Buy |
291
+4
| +1% | +$192 | ﹤0.01% | 445 |
|
|
2022
Q2 | $14K | Buy |
287
+3
| +1% | +$146 | ﹤0.01% | 449 |
|
|
2022
Q1 | $15K | Hold |
284
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $15K | Buy |
284
+9
| +3% | +$475 | ﹤0.01% | 513 |
|
|
2021
Q3 | $14K | Buy |
275
+3
| +1% | +$153 | ﹤0.01% | 537 |
|
|
2021
Q2 | $14K | Buy |
+272
| New | +$14K | ﹤0.01% | 536 |
|
|
2015
Q4 | – | Sell |
-180
| Closed | -$9K | – | 718 |
|
|
2015
Q3 | $9K | Buy |
+180
| New | +$9K | 0.01% | 416 |
|