Integrated Investment Consultants’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
Q3 | – | Sell |
-11,256
| Closed | -$534K | – | 270 |
|
2023
Q2 | $534K | Buy |
11,256
+170
| +2% | +$8.06K | 0.17% | 97 |
|
2023
Q1 | $530K | Buy |
11,086
+289
| +3% | +$13.8K | 0.17% | 97 |
|
2022
Q4 | $504K | Buy |
10,797
+258
| +2% | +$12.1K | 0.17% | 91 |
|
2022
Q3 | $507K | Buy |
10,539
+332
| +3% | +$16K | 0.2% | 76 |
|
2022
Q2 | $512K | Sell |
10,207
-13,246
| -56% | -$664K | 0.19% | 78 |
|
2022
Q1 | $1.2M | Buy |
23,453
+7,264
| +45% | +$372K | 0.33% | 44 |
|
2021
Q4 | $832K | Buy |
16,189
+234
| +1% | +$12K | 0.22% | 77 |
|
2021
Q3 | $839K | Buy |
15,955
+7,727
| +94% | +$406K | 0.25% | 69 |
|
2021
Q2 | $431K | Buy |
8,228
+269
| +3% | +$14.1K | 0.13% | 147 |
|
2021
Q1 | $410K | Buy |
+7,959
| New | +$410K | 0.14% | 138 |
|