HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,876
| Closed | -$241K | – | 696 |
|
|
2017
Q1 | $241K | Sell |
4,876
-3,256
| -40% | -$161K | ﹤0.01% | 608 |
|
|
2016
Q4 | $400K | Buy |
8,132
+3,090
| +61% | +$152K | 0.01% | 502 |
|
|
2016
Q3 | $250K | Sell |
5,042
-1,231
| -20% | -$61K | 0.01% | 577 |
|
|
2016
Q2 | $310K | Buy |
6,273
+700
| +13% | +$34.6K | 0.01% | 528 |
|
|
2016
Q1 | $274K | Sell |
5,573
-4,145
| -43% | -$204K | 0.01% | 540 |
|
|
2015
Q4 | $470K | Buy |
9,718
+1,351
| +16% | +$65.3K | 0.01% | 459 |
|
|
2015
Q3 | $405K | Buy |
8,367
+2,307
| +38% | +$112K | 0.01% | 465 |
|
|
2015
Q2 | $295K | Buy |
+6,060
| New | +$295K | 0.01% | 569 |
|