Greystone Financial 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 | $35.1M | Buy |
697,461
+676,593
| +3,242% | +$34M | 5.77% | 1 |
|
|
2025
Q1 | $1.04M | Sell |
20,868
-3,610
| -15% | -$180K | 0.19% | 68 |
|
|
2024
Q4 | $1.19M | Buy |
24,478
+5,537
| +29% | +$268K | 0.21% | 61 |
|
|
2024
Q3 | $934K | Buy |
+18,941
| New | +$934K | 0.17% | 67 |
|
|
2024
Q1 | – | Sell |
-117,552
| Closed | -$5.58M | – | 120 |
|
|
2023
Q4 | $5.58M | Sell |
117,552
-99,706
| -46% | -$4.74M | 1.29% | 36 |
|
|
2023
Q3 | $10.3M | Buy |
217,258
+62,380
| +40% | +$2.95M | 2.56% | 8 |
|
|
2023
Q2 | $7.34M | Sell |
154,878
-38,174
| -20% | -$1.81M | 1.7% | 23 |
|
|
2023
Q1 | $9.23M | Buy |
193,052
+40,471
| +27% | +$1.94M | 2.33% | 8 |
|
|
2022
Q4 | $7.13M | Sell |
152,581
-533
| -0.3% | -$24.9K | 2.09% | 31 |
|
|
2022
Q3 | $7.37M | Buy |
+153,114
| New | +$7.37M | 2.5% | 14 |
|