IHT Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,280
| Closed | -$251K | – | 1070 |
|
|
2023
Q4 | $251K | Sell |
5,280
-12
| -0.2% | -$570 | 0.01% | 835 |
|
|
2023
Q3 | $250K | Buy |
5,292
+6
| +0.1% | +$284 | 0.01% | 801 |
|
|
2023
Q2 | $251K | Sell |
5,286
-1,953
| -27% | -$92.6K | 0.01% | 793 |
|
|
2023
Q1 | $346K | Buy |
7,239
+192
| +3% | +$9.18K | 0.02% | 642 |
|
|
2022
Q4 | $329K | Sell |
7,047
-2,772
| -28% | -$129K | 0.02% | 616 |
|
|
2022
Q3 | $472K | Buy |
+9,819
| New | +$472K | 0.04% | 471 |
|
|
2021
Q1 | – | Sell |
-4,623
| Closed | -$236K | – | 878 |
|
|
2020
Q4 | $236K | Sell |
4,623
-236
| -5% | -$12K | 0.02% | 636 |
|
|
2020
Q3 | $248K | Sell |
4,859
-819
| -14% | -$41.8K | 0.02% | 541 |
|
|
2020
Q2 | $285K | Sell |
5,678
-40
| -0.7% | -$2.01K | 0.04% | 427 |
|
|
2020
Q1 | $279K | Buy |
5,718
+212
| +4% | +$10.3K | 0.04% | 407 |
|
|
2019
Q4 | $271K | Sell |
5,506
-199
| -3% | -$9.8K | 0.03% | 474 |
|
|
2019
Q3 | $280K | Buy |
5,705
+199
| +4% | +$9.77K | 0.04% | 443 |
|
|
2019
Q2 | $272K | Sell |
5,506
-160
| -3% | -$7.9K | 0.04% | 421 |
|
|
2019
Q1 | $276K | Buy |
5,666
+104
| +2% | +$5.07K | 0.05% | 380 |
|
|
2018
Q4 | $267K | Hold |
5,562
| – | – | 0.05% | 357 |
|
|
2018
Q3 | $269K | Buy |
+5,562
| New | +$269K | 0.06% | 347 |
|
|
2018
Q2 | – | Sell |
-1,036
| Closed | -$51K | – | 1360 |
|
|
2018
Q1 | $51K | Hold |
1,036
| – | – | 0.01% | 673 |
|
|
2017
Q4 | $51K | Hold |
1,036
| – | – | 0.01% | 693 |
|
|
2017
Q3 | $51K | Hold |
1,036
| – | – | 0.02% | 520 |
|
|
2017
Q2 | $1 | Buy |
+1,036
| New | +$1 | ﹤0.01% | 1374 |
|