Fortune 45 LLC’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,883
| Closed | -$373K | – | 28 |
|
2023
Q3 | $373K | Buy |
7,883
+51
| +0.7% | +$2.41K | 0.37% | 22 |
|
2023
Q2 | $371K | Sell |
7,832
-21,152
| -73% | -$1M | 0.38% | 24 |
|
2023
Q1 | $1.39M | Sell |
28,984
-73,609
| -72% | -$3.52M | 1.4% | 16 |
|
2022
Q4 | $4.79M | Buy |
102,593
+3,924
| +4% | +$183K | 5.27% | 7 |
|
2022
Q3 | $4.75M | Buy |
98,669
+3,876
| +4% | +$186K | 5.51% | 7 |
|
2022
Q2 | $4.75M | Buy |
94,793
+16,943
| +22% | +$849K | 5.45% | 8 |
|
2022
Q1 | $3.99M | Buy |
77,850
+11,635
| +18% | +$596K | 3.76% | 7 |
|
2021
Q4 | $3.4M | Buy |
+66,215
| New | +$3.4M | 2.99% | 9 |
|