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 |
|