JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Hold |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $195K | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $58K | Sell |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $68K | Sell |
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|
2021
Q3 | $70K | Sell |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $17K | Hold |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $17K | Buy |
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