Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,400
| Closed | -$209K | – | 101 |
|
|
2023
Q2 | $209K | Sell |
4,400
-16,930
| -79% | -$803K | 0.18% | 97 |
|
|
2023
Q1 | $1.02M | Sell |
21,330
-3,725
| -15% | -$178K | 0.85% | 32 |
|
|
2022
Q4 | $1.17M | Sell |
25,055
-5,558
| -18% | -$260K | 0.96% | 28 |
|
|
2022
Q3 | $1.47M | Buy |
30,613
+13,328
| +77% | +$641K | 1.04% | 25 |
|
|
2022
Q2 | $866K | Sell |
17,285
-17,924
| -51% | -$898K | 0.92% | 27 |
|
|
2022
Q1 | $1.8M | Buy |
35,209
+1,601
| +5% | +$82K | 0.98% | 27 |
|
|
2021
Q4 | $1.73M | Buy |
33,608
+3,811
| +13% | +$196K | 0.91% | 32 |
|
|
2021
Q3 | $1.57M | Buy |
29,797
+1,848
| +7% | +$97.1K | 0.88% | 36 |
|
|
2021
Q2 | $1.46M | Buy |
27,949
+3,284
| +13% | +$172K | 0.81% | 37 |
|
|
2021
Q1 | $1.27M | Buy |
24,665
+5,902
| +31% | +$304K | 0.74% | 37 |
|
|
2020
Q4 | $958K | Buy |
18,763
+3,501
| +23% | +$179K | 0.6% | 45 |
|
|
2020
Q3 | $778K | Buy |
+15,262
| New | +$778K | 0.55% | 47 |
|
|
2020
Q1 | – | Sell |
-137
| Closed | -$6K | – | 494 |
|
|
2019
Q4 | $6K | Buy |
+137
| New | +$6K | 0.01% | 381 |
|