Howe & Rusling’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,154
| Closed | -$104K | – | 1033 |
|
2022
Q3 | $104K | Buy |
2,154
+797
| +59% | +$38.5K | 0.01% | 252 |
|
2022
Q2 | $68K | Buy |
+1,357
| New | +$68K | 0.01% | 281 |
|
2017
Q3 | – | Sell |
-548
| Closed | -$27K | – | 985 |
|
2017
Q2 | $27K | Buy |
+548
| New | +$27K | 0.01% | 341 |
|
2016
Q2 | – | Sell |
-171
| Closed | -$8K | – | 1059 |
|
2016
Q1 | $8K | Buy |
+171
| New | +$8K | ﹤0.01% | 580 |
|