Grand Wealth 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 | $274K | Sell |
5,453
-1,039
| -16% | -$52.2K | 0.14% | 32 |
|
|
2025
Q1 | $324K | Buy |
6,492
+172
| +3% | +$8.58K | 0.18% | 27 |
|
|
2024
Q4 | $306K | Buy |
6,320
+99
| +2% | +$4.79K | 0.17% | 28 |
|
|
2024
Q3 | $307K | Sell |
6,221
-22
| -0.4% | -$1.09K | 0.17% | 28 |
|
|
2024
Q2 | $303K | Sell |
6,243
-50
| -0.8% | -$2.43K | 0.18% | 28 |
|
|
2024
Q1 | $301K | Sell |
6,293
-6,521
| -51% | -$312K | 0.14% | 36 |
|
|
2023
Q4 | $609K | Sell |
12,814
-1,342
| -9% | -$63.7K | 0.33% | 26 |
|
|
2023
Q3 | $669K | Sell |
14,156
-614
| -4% | -$29K | 0.41% | 26 |
|
|
2023
Q2 | $700K | Sell |
14,770
-3,959
| -21% | -$188K | 0.42% | 26 |
|
|
2023
Q1 | $896K | Sell |
18,729
-845
| -4% | -$40.4K | 0.54% | 23 |
|
|
2022
Q4 | $914K | Sell |
19,574
-177,489
| -90% | -$8.29M | 0.57% | 21 |
|
|
2022
Q3 | $9.48M | Sell |
197,063
-32,841
| -14% | -$1.58M | 4.98% | 6 |
|
|
2022
Q2 | $11.5M | Sell |
229,904
-3,763
| -2% | -$189K | 5.86% | 5 |
|
|
2022
Q1 | $12M | Sell |
233,667
-3,169
| -1% | -$162K | 5.59% | 5 |
|
|
2021
Q4 | $12.2M | Buy |
+236,836
| New | +$12.2M | 5.46% | 5 |
|