Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
13,857
+2,295
| +20% | +$115K | 0.37% | 41 |
|
|
2025
Q1 | $577K | Buy |
11,562
+1,085
| +10% | +$54.1K | 0.32% | 42 |
|
|
2024
Q4 | $507K | Buy |
10,477
+7,672
| +274% | +$371K | 0.29% | 42 |
|
|
2024
Q3 | $138K | Sell |
2,805
-269
| -9% | -$13.3K | 0.08% | 63 |
|
|
2024
Q2 | $149K | Sell |
3,074
-1,291
| -30% | -$62.7K | 0.09% | 55 |
|
|
2024
Q1 | $209K | Sell |
4,365
-3,736
| -46% | -$179K | 0.13% | 50 |
|
|
2023
Q4 | $385K | Buy |
8,101
+1,863
| +30% | +$88.5K | 0.27% | 42 |
|
|
2023
Q3 | $295K | Buy |
+6,238
| New | +$295K | 0.24% | 43 |
|
|
2022
Q3 | – | Sell |
-4,047
| Closed | -$203K | – | 60 |
|
|
2022
Q2 | $203K | Buy |
+4,047
| New | +$203K | 0.16% | 54 |
|
|
2022
Q1 | – | Sell |
-6,509
| Closed | -$335K | – | 116 |
|
|
2021
Q4 | $335K | Sell |
6,509
-588
| -8% | -$30.2K | 0.2% | 50 |
|
|
2021
Q3 | $373K | Sell |
7,097
-502
| -7% | -$26.4K | 0.25% | 50 |
|
|
2021
Q2 | $398K | Buy |
+7,599
| New | +$398K | 0.29% | 51 |
|