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 |
|