GeoWealth Management’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 | $281K | Sell |
5,590
-29,105
| -84% | -$1.46M | 0.01% | 560 |
|
|
2025
Q1 | $1.73M | Buy |
34,695
+22,234
| +178% | +$1.11M | 0.07% | 169 |
|
|
2024
Q4 | $603K | Buy |
12,461
+3,952
| +46% | +$191K | 0.02% | 422 |
|
|
2024
Q3 | $420K | Sell |
8,509
-124
| -1% | -$6.12K | 0.01% | 503 |
|
|
2024
Q2 | $419K | Sell |
8,633
-294
| -3% | -$14.3K | 0.02% | 474 |
|
|
2024
Q1 | $428K | Buy |
8,927
+8,862
| +13,634% | +$424K | 0.02% | 481 |
|
|
2023
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 665 |
|
|
2023
Q2 | – | Sell |
-23,756
| Closed | -$1.14M | – | 482 |
|
|
2023
Q1 | $1.14M | Buy |
+23,756
| New | +$1.14M | 0.13% | 90 |
|
|
2022
Q3 | – | Sell |
-777
| Closed | -$39K | – | 378 |
|
|
2022
Q2 | $39K | Buy |
+777
| New | +$39K | 0.01% | 278 |
|