Glass Jacobson Investment 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
2025
Q2
$1.93M Buy
38,335
+806
+2% +$40.5K 0.74% 48
2025
Q1
$1.82M Hold
37,529
0.6% 52
2024
Q4
$1.82M Buy
37,529
+833
+2% +$40.3K 0.6% 52
2024
Q3
$1.81M Buy
36,696
+3,898
+12% +$192K 0.6% 53
2024
Q2
$1.59M Buy
32,798
+2,068
+7% +$100K 0.58% 56
2024
Q1
$1.47M Buy
30,730
+1,411
+5% +$67.6K 0.55% 58
2023
Q4
$1.39M Buy
29,319
+6,399
+28% +$304K 0.57% 55
2023
Q3
$1.08M Buy
22,920
+3,524
+18% +$167K 0.5% 63
2023
Q2
$920K Buy
+19,396
New +$920K 0.42% 72
2022
Q4
$779K Buy
+16,678
New +$779K 0.39% 76