JCM
J2 Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $667K | Sell |
14,100
-958
| -6% | -$45.3K | 0.84% | 23 |
|
|
2023
Q2 | $714K | Sell |
15,058
-2,018
| -12% | -$95.7K | 0.85% | 21 |
|
|
2023
Q1 | $817K | Buy |
17,076
+6,979
| +69% | +$334K | 1.26% | 17 |
|
|
2022
Q4 | $472K | Sell |
10,097
-223
| -2% | -$10.4K | 0.81% | 26 |
|
|
2022
Q3 | $496K | Sell |
10,320
-6,415
| -38% | -$308K | 0.94% | 20 |
|
|
2022
Q2 | $839K | Sell |
16,735
-160
| -0.9% | -$8.02K | 1.28% | 22 |
|
|
2022
Q1 | $865K | Buy |
16,895
+1,037
| +7% | +$53.1K | 0.95% | 27 |
|
|
2021
Q4 | $815K | Buy |
+15,858
| New | +$815K | 0.77% | 27 |
|