IFG Advisory’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 | $2.8M | Buy |
55,691
+3,797
| +7% | +$191K | 0.14% | 181 |
|
2025
Q1 | $2.59M | Buy |
51,894
+47,337
| +1,039% | +$2.36M | 0.14% | 181 |
|
2024
Q4 | $221K | Buy |
+4,557
| New | +$221K | 0.01% | 622 |
|
2024
Q1 | – | Sell |
-4,720
| Closed | -$224K | – | 583 |
|
2023
Q4 | $224K | Buy |
4,720
+223
| +5% | +$10.6K | 0.02% | 531 |
|
2023
Q3 | $213K | Buy |
+4,497
| New | +$213K | 0.02% | 506 |
|
2023
Q2 | – | Sell |
-5,720
| Closed | -$274K | – | 504 |
|
2023
Q1 | $274K | Sell |
5,720
-3,534
| -38% | -$169K | 0.03% | 423 |
|
2022
Q4 | $432K | Buy |
9,254
+2,813
| +44% | +$131K | 0.04% | 338 |
|
2022
Q3 | $309K | Sell |
6,441
-9,340
| -59% | -$448K | 0.03% | 409 |
|
2022
Q2 | $790K | Buy |
15,781
+761
| +5% | +$38.1K | 0.08% | 230 |
|
2022
Q1 | $769K | Buy |
15,020
+1,069
| +8% | +$54.7K | 0.08% | 236 |
|
2021
Q4 | $717K | Buy |
13,951
+2,373
| +20% | +$122K | 0.07% | 241 |
|
2021
Q3 | $608K | Sell |
11,578
-1,014
| -8% | -$53.2K | 0.07% | 256 |
|
2021
Q2 | $659K | Buy |
12,592
+1,954
| +18% | +$102K | 0.07% | 244 |
|
2021
Q1 | $548K | Buy |
10,638
+3,461
| +48% | +$178K | 0.07% | 279 |
|
2020
Q4 | $366K | Buy |
+7,177
| New | +$366K | 0.05% | 318 |
|