Heritage Wealth Advisors’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
Q3 | $2.48K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $234M | Buy |
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|
2024
Q1 | $224M | Buy |
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|
2023
Q4 | $214M | Buy |
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|
2023
Q3 | $205M | Buy |
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|
2023
Q2 | $204M | Sell |
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|
2023
Q1 | $208M | Buy |
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|
2022
Q4 | $200M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $123K | Buy |
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|
2021
Q3 | $83.6K | Buy |
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|
2021
Q2 | $62.9K | Buy |
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