Foundations Investment 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
$808K Sell
16,065
-43,547
-73% -$2.19M 0.01% 477
2025
Q1
$2.97M Buy
59,612
+28,341
+91% +$1.41M 0.05% 250
2024
Q4
$1.51M Buy
31,271
+13,735
+78% +$665K 0.03% 335
2024
Q3
$865K Sell
17,536
-572
-3% -$28.2K 0.02% 389
2024
Q2
$879K Sell
18,108
-6,893
-28% -$335K 0.02% 360
2024
Q1
$1.2M Sell
25,001
-5,582
-18% -$267K 0.03% 295
2023
Q4
$1.46M Sell
30,583
-13,302
-30% -$634K 0.04% 262
2023
Q3
$2.07M Buy
43,885
+14,826
+51% +$701K 0.06% 214
2023
Q2
$1.38M Buy
29,059
+6,339
+28% +$301K 0.05% 225
2023
Q1
$1.09M Buy
22,720
+1,892
+9% +$90.5K 0.04% 225
2022
Q4
$973K Buy
+20,828
New +$973K 0.04% 202
2022
Q3
Sell
-33,550
Closed -$1.66M 444
2022
Q2
$1.66M Buy
+33,550
New +$1.66M 0.07% 108
2021
Q3
Sell
-4,746
Closed -$247K 339
2021
Q2
$247K Buy
+4,746
New +$247K 0.01% 258