Hunter Perkins Capital 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
Q4 | – | Sell |
-9,000
| Closed | -$426K | – | 123 |
|
|
2023
Q3 | $426K | Sell |
9,000
-7,550
| -46% | -$357K | 0.09% | 95 |
|
|
2023
Q2 | $785K | Hold |
16,550
| – | – | 0.17% | 80 |
|
|
2023
Q1 | $791K | Sell |
16,550
-4,000
| -19% | -$191K | 0.19% | 71 |
|
|
2022
Q4 | $959K | Sell |
20,550
-14,755
| -42% | -$689K | 0.22% | 56 |
|
|
2022
Q3 | $1.7M | Hold |
35,305
| – | – | 0.42% | 45 |
|
|
2022
Q2 | $1.77M | Hold |
35,305
| – | – | 0.41% | 39 |
|
|
2022
Q1 | $1.81M | Hold |
35,305
| – | – | 0.36% | 42 |
|
|
2021
Q4 | $1.82M | Buy |
35,305
+12,000
| +51% | +$617K | 0.34% | 42 |
|
|
2021
Q3 | $1.23M | Hold |
23,305
| – | – | 0.25% | 45 |
|
|
2021
Q2 | $1.22M | Hold |
23,305
| – | – | 0.23% | 51 |
|
|
2021
Q1 | $1.2M | Buy |
23,305
+18,505
| +386% | +$954K | 0.24% | 47 |
|
|
2020
Q4 | $245K | Buy |
+4,800
| New | +$245K | 0.04% | 156 |
|