Jackson Thornton Wealth Management’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 | $13.8M | Buy |
276,304
+5,819
| +2% | +$290K | 1.58% | 13 |
|
|
2025
Q1 | $13.5M | Buy |
270,485
+10,968
| +4% | +$547K | 1.79% | 13 |
|
|
2024
Q4 | $12.6M | Buy |
259,517
+45,606
| +21% | +$2.21M | 1.59% | 13 |
|
|
2024
Q3 | $10.5M | Buy |
213,911
+95,157
| +80% | +$4.69M | 1.39% | 14 |
|
|
2024
Q2 | $5.76M | Buy |
118,754
+93,250
| +366% | +$4.53M | 0.88% | 15 |
|
|
2024
Q1 | $1.22M | Buy |
25,504
+15,979
| +168% | +$765K | 0.21% | 22 |
|
|
2023
Q4 | $452K | Buy |
9,525
+2,143
| +29% | +$102K | 0.08% | 31 |
|
|
2023
Q3 | $349K | Buy |
7,382
+480
| +7% | +$22.7K | 0.07% | 29 |
|
|
2023
Q2 | $327K | Sell |
6,902
-62
| -0.9% | -$2.94K | 0.07% | 27 |
|
|
2023
Q1 | $333K | Buy |
6,964
+596
| +9% | +$28.5K | 0.08% | 27 |
|
|
2022
Q4 | $297K | Buy |
6,368
+60
| +1% | +$2.8K | 0.07% | 27 |
|
|
2022
Q3 | $303K | Buy |
+6,308
| New | +$303K | 0.08% | 25 |
|