FCA
Fortis Capital 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 | $288K | Buy |
5,727
+523
| +10% | +$26.3K | 0.05% | 207 |
|
|
2025
Q1 | $260K | Buy |
+5,204
| New | +$260K | 0.05% | 217 |
|
|
2024
Q2 | – | Sell |
-12,278
| Closed | -$588K | – | 191 |
|
|
2024
Q1 | $588K | Sell |
12,278
-1,454
| -11% | -$69.6K | 0.25% | 70 |
|
|
2023
Q4 | $652K | Sell |
13,732
-8,167
| -37% | -$388K | 0.35% | 45 |
|
|
2023
Q3 | $1.04M | Sell |
21,899
-26,270
| -55% | -$1.24M | 0.66% | 30 |
|
|
2023
Q2 | $2.28M | Sell |
48,169
-3,682
| -7% | -$175K | 1.34% | 18 |
|
|
2023
Q1 | $2.48M | Sell |
51,851
-10,412
| -17% | -$498K | 1.33% | 15 |
|
|
2022
Q4 | $2.91M | Buy |
+62,263
| New | +$2.91M | 1.73% | 10 |
|