James Investment Research’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
2023 Q1	–	Sell	-186	Closed	-$9K	–	646
2022 Q4	$9K	Buy	+186	New	+$8.86K	﹤0.01%	483
2020 Q2	–	Sell	-5,465	Closed	-$266K	–	494
2020 Q1	$266K	Hold	5,465	–	–	0.03%	215
2019 Q4	$269K	Hold	5,465	–	–	0.02%	267
2019 Q3	$268K	Hold	5,465	–	–	0.02%	281
2019 Q2	$270K	Hold	5,465	–	–	0.02%	289
2019 Q1	$266K	Sell	5,465 -650	-11%	-$31.4K	0.02%	505
2018 Q4	$293K	Sell	6,115 -20,075	-77%	-$966K	0.02%	506
2018 Q3	$1.27M	Sell	26,190 -20,250	-44%	-$989K	0.05%	450
2018 Q2	$2.27M	Buy	46,440 +1,700	+4%	+$83.1K	0.09%	260
2018 Q1	$2.19M	Sell	44,740 -6,925	-13%	-$337K	0.08%	252
2017 Q4	$2.52M	Buy	51,665 +14,150	+38%	+$700K	0.09%	205
2017 Q3	$1.85M	Sell	37,515 -400	-1%	-$19.8K	0.06%	284
2017 Q2	$1.87M	Sell	37,915 -16,250	-30%	-$803K	0.06%	223
2017 Q1	$2.68M	Buy	54,165 +48,215	+810%	+$2.38M	0.08%	183
2016 Q4	$293K	Buy	+5,950	New	+$294K	0.01%	315