J.W. Cole Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Sell |
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|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $8.34M | Sell |
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|
2023
Q1 | $9.31M | Sell |
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|
2022
Q4 | $11.1M | Sell |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $747K | Buy |
|