Gradient Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-404
| Closed | -$19.6K | – | 1283 |
|
|
2024
Q2 | $19.6K | Sell |
404
-108
| -21% | -$5.24K | ﹤0.01% | 642 |
|
|
2024
Q1 | $24.5K | Sell |
512
-154
| -23% | -$7.38K | ﹤0.01% | 512 |
|
|
2023
Q4 | $31.6K | Sell |
666
-44
| -6% | -$2.09K | ﹤0.01% | 631 |
|
|
2023
Q3 | $33.6K | Buy |
710
+44
| +7% | +$2.08K | ﹤0.01% | 585 |
|
|
2023
Q2 | $31.6K | Sell |
666
-68
| -9% | -$3.23K | ﹤0.01% | 603 |
|
|
2023
Q1 | $35.1K | Buy |
734
+164
| +29% | +$7.84K | ﹤0.01% | 558 |
|
|
2022
Q4 | $26.6K | Buy |
570
+3
| +0.5% | +$140 | ﹤0.01% | 630 |
|
|
2022
Q3 | $27K | Sell |
567
-214
| -27% | -$10.2K | ﹤0.01% | 612 |
|
|
2022
Q2 | $39K | Sell |
781
-8,278
| -91% | -$413K | ﹤0.01% | 514 |
|
|
2022
Q1 | $464K | Buy |
9,059
+8,622
| +1,973% | +$442K | 0.01% | 224 |
|
|
2021
Q4 | $22K | Hold |
437
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $23K | Buy |
437
+196
| +81% | +$10.3K | ﹤0.01% | 622 |
|
|
2021
Q2 | $13K | Buy |
241
+67
| +39% | +$3.61K | ﹤0.01% | 715 |
|
|
2021
Q1 | $9K | Buy |
174
+106
| +156% | +$5.48K | ﹤0.01% | 793 |
|
|
2020
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 916 |
|
|
2020
Q3 | $3K | Buy |
68
+5
| +8% | +$221 | ﹤0.01% | 921 |
|
|
2020
Q2 | $3K | Sell |
63
-263
| -81% | -$12.5K | ﹤0.01% | 853 |
|
|
2020
Q1 | $16K | Buy |
326
+263
| +417% | +$12.9K | ﹤0.01% | 563 |
|
|
2019
Q4 | $3K | Sell |
63
-88
| -58% | -$4.19K | ﹤0.01% | 911 |
|
|
2019
Q3 | $7K | Buy |
151
+68
| +82% | +$3.15K | ﹤0.01% | 754 |
|
|
2019
Q2 | $4K | Buy |
83
+20
| +32% | +$964 | ﹤0.01% | 810 |
|
|
2019
Q1 | $3K | Sell |
63
-200
| -76% | -$9.52K | ﹤0.01% | 726 |
|
|
2018
Q4 | $13K | Buy |
+263
| New | +$13K | ﹤0.01% | 531 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 919 |
|
|
2017
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 620 |
|
|
2016
Q4 | – | Sell |
-57
| Closed | -$3K | – | 808 |
|
|
2016
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 598 |
|