Fortune Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
61,689
+4,092
| +7% | +$206K | 2.49% | 10 |
|
|
2025
Q1 | $2.87M | Buy |
57,597
+4,641
| +9% | +$232K | 2.48% | 9 |
|
|
2024
Q4 | $2.56M | Buy |
52,956
+9,173
| +21% | +$444K | 2.33% | 12 |
|
|
2024
Q3 | $2.16M | Buy |
43,783
+2,654
| +6% | +$131K | 1.96% | 16 |
|
|
2024
Q2 | $2M | Buy |
41,129
+3,192
| +8% | +$155K | 1.22% | 24 |
|
|
2024
Q1 | $1.82M | Buy |
37,937
+5,430
| +17% | +$260K | 1.15% | 24 |
|
|
2023
Q4 | $1.54M | Buy |
32,507
+3,952
| +14% | +$188K | 1.08% | 28 |
|
|
2023
Q3 | $1.35M | Buy |
28,555
+2,287
| +9% | +$108K | 1.03% | 29 |
|
|
2023
Q2 | $1.25M | Buy |
+26,268
| New | +$1.25M | 0.93% | 36 |
|