Jeppson 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 | $8.83M | Buy |
175,637
+3,360
| +2% | +$169K | 3.05% | 5 |
|
|
2025
Q1 | $8.6M | Buy |
172,277
+4,045
| +2% | +$202K | 3.15% | 5 |
|
|
2024
Q4 | $8.15M | Buy |
168,232
+1,013
| +0.6% | +$49K | 2.95% | 5 |
|
|
2024
Q3 | $8.25M | Buy |
167,219
+1,055
| +0.6% | +$52K | 2.95% | 5 |
|
|
2024
Q2 | $8.07M | Sell |
166,164
-32
| -0% | -$1.55K | 3.08% | 5 |
|
|
2024
Q1 | $7.96M | Sell |
166,196
-3,146
| -2% | -$151K | 3.09% | 4 |
|
|
2023
Q4 | $8.04M | Buy |
169,342
+47,750
| +39% | +$2.27M | 3.33% | 4 |
|
|
2023
Q3 | $5.75M | Buy |
121,592
+15,842
| +15% | +$749K | 2.63% | 5 |
|
|
2023
Q2 | $5.01M | Sell |
105,750
-7,203
| -6% | -$342K | 2.18% | 6 |
|
|
2023
Q1 | $5.4M | Sell |
112,953
-179,813
| -61% | -$8.6M | 2.35% | 5 |
|
|
2022
Q4 | $13.7M | Sell |
292,766
-224,002
| -43% | -$10.5M | 5.75% | 3 |
|
|
2022
Q3 | $24.9M | Buy |
516,768
+34,668
| +7% | +$1.67M | 11.27% | 1 |
|
|
2022
Q2 | $24.2M | Sell |
482,100
-59,364
| -11% | -$2.98M | 10.39% | 1 |
|
|
2022
Q1 | $27.7M | Buy |
541,464
+14,651
| +3% | +$750K | 12.94% | 1 |
|
|
2021
Q4 | $27.1M | Sell |
526,813
-158,616
| -23% | -$8.15M | 13.06% | 1 |
|
|
2021
Q3 | $36M | Buy |
685,429
+86,617
| +14% | +$4.55M | 18.79% | 1 |
|
|
2021
Q2 | $31.4M | Buy |
598,812
+29,812
| +5% | +$1.56M | 17.11% | 1 |
|
|
2021
Q1 | $29.3M | Buy |
569,000
+197,679
| +53% | +$10.2M | 17.44% | 1 |
|
|
2020
Q4 | $19M | Buy |
371,321
+175,071
| +89% | +$8.95M | 12.62% | 1 |
|
|
2020
Q3 | $10M | Buy |
+196,250
| New | +$10M | 7.84% | 2 |
|