Founders Financial Securities’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
Q1 | – | Sell |
-14,085
| Closed | -$669K | – | 424 |
|
2023
Q4 | $669K | Buy |
14,085
+9,553
| +211% | +$454K | 0.07% | 215 |
|
2023
Q3 | $214K | Sell |
4,532
-1
| -0% | -$47 | 0.03% | 301 |
|
2023
Q2 | $215K | Sell |
4,533
-21
| -0.5% | -$996 | 0.03% | 296 |
|
2023
Q1 | $218K | Buy |
4,554
+208
| +5% | +$9.95K | 0.03% | 292 |
|
2022
Q4 | $203K | Sell |
4,346
-1,272
| -23% | -$59.4K | 0.03% | 305 |
|
2022
Q3 | $270K | Buy |
5,618
+907
| +19% | +$43.6K | 0.05% | 244 |
|
2022
Q2 | $236K | Buy |
4,711
+748
| +19% | +$37.5K | 0.05% | 223 |
|
2022
Q1 | $203K | Sell |
3,963
-56
| -1% | -$2.87K | 0.04% | 256 |
|
2021
Q4 | $207K | Sell |
4,019
-372
| -8% | -$19.2K | 0.04% | 249 |
|
2021
Q3 | $231K | Buy |
+4,391
| New | +$231K | 0.05% | 239 |
|