Integrated Wealth Concepts’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 | $9.3M | Sell |
184,918
-893
| -0.5% | -$44.9K | 0.09% | 200 |
|
|
2025
Q1 | $9.27M | Buy |
185,811
+180,948
| +3,721% | +$9.03M | 0.11% | 180 |
|
|
2024
Q4 | $235K | Sell |
4,863
-1,535
| -24% | -$74.3K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $316K | Buy |
6,398
+14
| +0.2% | +$690 | ﹤0.01% | 1309 |
|
|
2024
Q2 | $310K | Sell |
6,384
-2,615
| -29% | -$127K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $431K | Sell |
8,999
-3,722
| -29% | -$178K | 0.01% | 1120 |
|
|
2023
Q4 | $604K | Buy |
12,721
+991
| +8% | +$47.1K | 0.01% | 914 |
|
|
2023
Q3 | $555K | Sell |
11,730
-31,084
| -73% | -$1.47M | 0.01% | 943 |
|
|
2023
Q2 | $2.03M | Sell |
42,814
-5,874
| -12% | -$279K | 0.03% | 456 |
|
|
2023
Q1 | $2.33M | Buy |
48,688
+6,484
| +15% | +$310K | 0.05% | 355 |
|
|
2022
Q4 | $1.97M | Buy |
42,204
+1,498
| +4% | +$70K | 0.05% | 319 |
|
|
2022
Q3 | $1.96M | Buy |
40,706
+10,213
| +33% | +$491K | 0.06% | 288 |
|
|
2022
Q2 | $1.53M | Buy |
+30,493
| New | +$1.53M | 0.05% | 336 |
|