Independent Advisor Alliance’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
Q1 | – | Sell |
-8,174
| Closed | -$420K | – | 740 |
|
2021
Q4 | $420K | Buy |
8,174
+378
| +5% | +$19.4K | 0.02% | 436 |
|
2021
Q3 | $410K | Buy |
+7,796
| New | +$410K | 0.02% | 420 |
|
2019
Q2 | – | Sell |
-4,248
| Closed | -$207K | – | 469 |
|
2019
Q1 | $207K | Sell |
4,248
-644
| -13% | -$31.4K | 0.03% | 398 |
|
2018
Q4 | $236K | Buy |
+4,892
| New | +$236K | 0.04% | 333 |
|