JCM
Jacobsen 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
Q4 | – | Sell |
-59,517
| Closed | -$2.81M | – | 86 |
|
|
2023
Q3 | $2.81M | Sell |
59,517
-28,519
| -32% | -$1.35M | 1.53% | 14 |
|
|
2023
Q2 | $4.17M | Buy |
88,036
+564
| +0.6% | +$26.7K | 2.15% | 12 |
|
|
2023
Q1 | $4.18M | Sell |
87,472
-18,181
| -17% | -$869K | 2.24% | 10 |
|
|
2022
Q4 | $4.94M | Sell |
105,653
-21,730
| -17% | -$1.01M | 2.63% | 10 |
|
|
2022
Q3 | $6.13M | Buy |
127,383
+501
| +0.4% | +$24.1K | 3.51% | 9 |
|
|
2022
Q2 | $6.36M | Sell |
126,882
-10,211
| -7% | -$512K | 3.38% | 9 |
|
|
2022
Q1 | $7.02M | Buy |
137,093
+96,240
| +236% | +$4.93M | 3.22% | 9 |
|
|
2021
Q4 | $2.1M | Buy |
40,853
+1,937
| +5% | +$99.6K | 0.99% | 21 |
|
|
2021
Q3 | $2.05M | Buy |
38,916
+4,921
| +14% | +$259K | 1.03% | 20 |
|
|
2021
Q2 | $1.78M | Buy |
33,995
+1,742
| +5% | +$91.3K | 0.91% | 22 |
|
|
2021
Q1 | $1.66M | Buy |
+32,253
| New | +$1.66M | 0.92% | 20 |
|