Great Valley Advisor Group’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 | $254K | Sell |
5,054
-1,916
| -27% | -$96.3K | 0.01% | 794 |
|
|
2025
Q1 | $348K | Sell |
6,970
-536
| -7% | -$26.8K | 0.01% | 680 |
|
|
2024
Q4 | $363K | Sell |
7,506
-421
| -5% | -$20.4K | 0.01% | 650 |
|
|
2024
Q3 | $391K | Sell |
7,927
-19,649
| -71% | -$969K | 0.01% | 621 |
|
|
2024
Q2 | $1.34M | Sell |
27,576
-3,050
| -10% | -$148K | 0.04% | 336 |
|
|
2024
Q1 | $1.47M | Buy |
30,626
+352
| +1% | +$16.9K | 0.04% | 313 |
|
|
2023
Q4 | $1.44M | Buy |
30,274
+16,280
| +116% | +$773K | 0.05% | 289 |
|
|
2023
Q3 | $662K | Sell |
13,994
-12,140
| -46% | -$574K | 0.03% | 385 |
|
|
2023
Q2 | $1.24M | Buy |
26,134
+369
| +1% | +$17.5K | 0.05% | 289 |
|
|
2023
Q1 | $1.23M | Sell |
25,765
-1,742
| -6% | -$83.3K | 0.06% | 280 |
|
|
2022
Q4 | $1.28M | Sell |
27,507
-2,861
| -9% | -$134K | 0.07% | 285 |
|
|
2022
Q3 | $1.46M | Sell |
30,368
-1,892
| -6% | -$91K | 0.08% | 241 |
|
|
2022
Q2 | $1.62M | Sell |
32,260
-1,359
| -4% | -$68.1K | 0.09% | 225 |
|
|
2022
Q1 | $1.72M | Sell |
33,619
-3,543
| -10% | -$181K | 0.1% | 209 |
|
|
2021
Q4 | $1.91M | Sell |
37,162
-2,576
| -6% | -$132K | 0.12% | 193 |
|
|
2021
Q3 | $2.09M | Buy |
39,738
+2,679
| +7% | +$141K | 0.14% | 167 |
|
|
2021
Q2 | $1.94M | Buy |
+37,059
| New | +$1.94M | 0.14% | 169 |
|