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