Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,154
| Closed | -$205K | – | 435 |
|
|
2024
Q3 | $205K | Buy |
+4,154
| New | +$205K | ﹤0.01% | 423 |
|
|
2023
Q4 | – | Sell |
-11,997
| Closed | -$567K | – | 398 |
|
|
2023
Q3 | $567K | Buy |
11,997
+89
| +0.7% | +$4.21K | 0.02% | 253 |
|
|
2023
Q2 | $565K | Sell |
11,908
-409
| -3% | -$19.4K | 0.02% | 278 |
|
|
2023
Q1 | $589K | Buy |
12,317
+3,343
| +37% | +$160K | 0.02% | 248 |
|
|
2022
Q4 | $419K | Buy |
8,974
+345
| +4% | +$16.1K | 0.01% | 282 |
|
|
2022
Q3 | $415K | Buy |
8,629
+1,480
| +21% | +$71.2K | 0.02% | 278 |
|
|
2022
Q2 | $358K | Buy |
+7,149
| New | +$358K | 0.01% | 295 |
|