Global Retirement Partners’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 | $2.94M | Buy |
+58,490
| New | +$2.94M | 0.07% | 244 |
|
|
2024
Q4 | $162K | Buy |
3,345
+784
| +31% | +$38K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $126K | Sell |
2,561
-785
| -23% | -$38.7K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $162K | Buy |
3,346
+429
| +15% | +$20.8K | 0.01% | 976 |
|
|
2024
Q1 | $140K | Sell |
2,917
-1,408
| -33% | -$67.4K | 0.01% | 935 |
|
|
2023
Q4 | $206K | Sell |
4,325
-1,747
| -29% | -$83.1K | 0.01% | 750 |
|
|
2023
Q3 | $284K | Sell |
6,072
-26,638
| -81% | -$1.25M | 0.01% | 563 |
|
|
2023
Q2 | $1.55M | Sell |
32,710
-10,682
| -25% | -$507K | 0.08% | 233 |
|
|
2023
Q1 | $2.08M | Buy |
43,392
+11,141
| +35% | +$535K | 0.11% | 183 |
|
|
2022
Q4 | $1.51M | Buy |
32,251
+25,181
| +356% | +$1.18M | 0.1% | 200 |
|
|
2022
Q3 | $338K | Buy |
7,070
+45
| +0.6% | +$2.15K | 0.03% | 428 |
|
|
2022
Q2 | $352K | Buy |
7,025
+160
| +2% | +$8.02K | 0.03% | 424 |
|
|
2022
Q1 | $349K | Buy |
+6,865
| New | +$349K | 0.03% | 426 |
|
|
2021
Q4 | – | Sell |
-5,151
| Closed | -$271K | – | 1782 |
|
|
2021
Q3 | $271K | Buy |
5,151
+4,961
| +2,611% | +$261K | 0.03% | 412 |
|
|
2021
Q2 | $10K | Buy |
190
+15
| +9% | +$789 | ﹤0.01% | 1383 |
|
|
2021
Q1 | $9K | Sell |
175
-150
| -46% | -$7.71K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $17K | Hold |
325
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $17K | Buy |
+325
| New | +$17K | ﹤0.01% | 984 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$1K | – | 1694 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1572 |
|
|
2019
Q3 | $1K | Sell |
21
-250
| -92% | -$11.9K | ﹤0.01% | 1556 |
|
|
2019
Q2 | $13K | Buy |
271
+250
| +1,190% | +$12K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1489 |
|
|
2018
Q4 | $1K | Sell |
21
-592
| -97% | -$28.2K | ﹤0.01% | 1420 |
|
|
2018
Q3 | $30K | Hold |
613
| – | – | 0.01% | 696 |
|
|
2018
Q2 | $30K | Buy |
613
+592
| +2,819% | +$29K | 0.01% | 681 |
|
|
2018
Q1 | $1K | Sell |
21
-14
| -40% | -$667 | ﹤0.01% | 1447 |
|
|
2017
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 980 |
|