Heritage Trust’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
|
|||||
|
2025
Q1 | $2.92M | Sell |
|
|||||
|
2024
Q4 | $3.43M | Buy |
|
|||||
|
2024
Q2 | $3.58M | Sell |
|
|||||
|
2024
Q1 | $4.02M | Sell |
|
|||||
|
2023
Q4 | $4.14M | Sell |
|
|||||
|
2023
Q3 | $4.57M | Sell |
|
|||||
|
2023
Q2 | $4.71M | Sell |
|
|||||
|
2023
Q1 | $4.88M | Sell |
|
|||||
|
2022
Q4 | $4.84M | Sell |
|
|||||
|
2022
Q3 | $5.03M | Sell |
|
|||||
|
2022
Q2 | $5.41M | Sell |
|
|||||
|
2022
Q1 | $5.53M | Buy |
|
|||||
|
2021
Q4 | $5.37M | Buy |
|
|||||
|
2021
Q3 | $4.67M | Buy |
|
|||||
|
2021
Q2 | $3.5M | Buy |
|
|||||
|
2021
Q1 | $2.09M | Buy |
|
|||||
|
2020
Q4 | $1.42M | Buy |
|
|||||
|
2020
Q3 | $540K | Buy |
|
|||||
|
2020
Q2 | $240K | Buy |
|