Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,535
| Closed | -$217K | – | 128 |
|
|
2024
Q1 | $217K | Buy |
+4,535
| New | +$217K | 0.03% | 136 |
|
|
2023
Q4 | – | Sell |
-4,323
| Closed | -$204K | – | 157 |
|
|
2023
Q3 | $204K | Sell |
4,323
-5,636
| -57% | -$266K | 0.03% | 135 |
|
|
2023
Q2 | $472K | Sell |
9,959
-2,569
| -21% | -$122K | 0.07% | 97 |
|
|
2023
Q1 | $599K | Buy |
+12,528
| New | +$599K | 0.45% | 70 |
|
|
2022
Q4 | – | Sell |
-12,717
| Closed | -$612K | – | 113 |
|
|
2022
Q3 | $612K | Buy |
12,717
+8,000
| +170% | +$385K | 0.12% | 79 |
|
|
2022
Q2 | $236K | Sell |
4,717
-48,268
| -91% | -$2.41M | 0.11% | 85 |
|
|
2022
Q1 | $2.71M | Buy |
+52,985
| New | +$2.71M | 0.38% | 69 |
|