HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
38,278
+4,496
| +13% | +$225K | 1.05% | 20 |
|
|
2025
Q1 | $1.68M | Sell |
33,782
-458
| -1% | -$22.8K | 1.12% | 20 |
|
|
2024
Q4 | $1.68M | Sell |
34,240
-521
| -1% | -$25.6K | 1.02% | 20 |
|
|
2024
Q3 | $1.7M | Buy |
34,761
+2,133
| +7% | +$104K | 1% | 20 |
|
|
2024
Q2 | $1.57M | Buy |
32,628
+259
| +0.8% | +$12.5K | 0.97% | 21 |
|
|
2024
Q1 | $1.55M | Sell |
32,369
-6,614
| -17% | -$316K | 1.02% | 21 |
|
|
2023
Q4 | $1.85M | Sell |
38,983
-314,009
| -89% | -$14.9M | 1.17% | 22 |
|
|
2023
Q3 | $16.6M | Buy |
352,992
+3,960
| +1% | +$187K | 11.5% | 1 |
|
|
2023
Q2 | $16.5M | Sell |
349,032
-63,616
| -15% | -$3.01M | 10.97% | 1 |
|
|
2023
Q1 | $19.7M | Buy |
+412,648
| New | +$19.7M | 12.54% | 1 |
|
|
2022
Q1 | – | Sell |
-15,668
| Closed | -$803K | – | 67 |
|
|
2021
Q4 | $803K | Sell |
15,668
-113,211
| -88% | -$5.8M | 0.51% | 36 |
|
|
2021
Q3 | $6.69M | Buy |
128,879
+3,082
| +2% | +$160K | 4.11% | 11 |
|
|
2021
Q2 | $6.57M | Sell |
125,797
-3,445
| -3% | -$180K | 4.03% | 11 |
|
|
2021
Q1 | $6.69M | Buy |
+129,242
| New | +$6.69M | 4.02% | 13 |
|
|
2020
Q3 | $5.46M | Buy |
106,939
+100,666
| +1,605% | +$5.14M | 4.29% | 11 |
|
|
2020
Q2 | $315K | Buy |
+6,273
| New | +$315K | 0.28% | 38 |
|