Heritage Wealth Advisors’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
Q1 | – | Sell |
-3,810
| Closed | -$184K | – | 648 |
|
|
2024
Q4 | $184K | Sell |
3,810
-5,909
| -61% | -$286K | 0.01% | 205 |
|
|
2024
Q3 | $479K | Sell |
9,719
-4,809,263
| -100% | -$237M | 0.02% | 146 |
|
|
2024
Q2 | $234M | Buy |
4,818,982
+140,324
| +3% | +$6.81M | 10.56% | 2 |
|
|
2024
Q1 | $224M | Buy |
4,678,658
+178,187
| +4% | +$8.53M | 10.23% | 2 |
|
|
2023
Q4 | $214M | Buy |
4,500,471
+160,020
| +4% | +$7.6M | 10.63% | 2 |
|
|
2023
Q3 | $205M | Buy |
4,340,451
+47,957
| +1% | +$2.27M | 11.19% | 2 |
|
|
2023
Q2 | $204M | Sell |
4,292,494
-47,673
| -1% | -$2.26M | 10.77% | 2 |
|
|
2023
Q1 | $208M | Buy |
4,340,167
+51,148
| +1% | +$2.45M | 11.56% | 2 |
|
|
2022
Q4 | $200M | Buy |
+4,289,019
| New | +$200M | 11.6% | 2 |
|
|
2022
Q2 | – | Sell |
-2,004
| Closed | -$103K | – | 583 |
|
|
2022
Q1 | $103K | Sell |
2,004
-390
| -16% | -$20K | 0.01% | 250 |
|
|
2021
Q4 | $123K | Buy |
2,394
+804
| +51% | +$41.3K | 0.01% | 245 |
|
|
2021
Q3 | $83.6K | Buy |
1,590
+390
| +33% | +$20.5K | 0.01% | 268 |
|
|
2021
Q2 | $62.9K | Buy |
+1,200
| New | +$62.9K | ﹤0.01% | 305 |
|