JNBA Financial Advisors’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 | $220K | Buy |
4,370
+99
| +2% | +$4.98K | 0.02% | 174 |
|
|
2025
Q1 | $213K | Buy |
4,271
+326
| +8% | +$16.3K | 0.02% | 174 |
|
|
2024
Q4 | $191K | Hold |
3,945
| – | – | 0.02% | 178 |
|
|
2024
Q3 | $195K | Sell |
3,945
-207
| -5% | -$10.2K | 0.02% | 186 |
|
|
2024
Q2 | $202K | Sell |
4,152
-649
| -14% | -$31.5K | 0.02% | 185 |
|
|
2024
Q1 | $230K | Sell |
4,801
-1,575
| -25% | -$75.4K | 0.02% | 181 |
|
|
2023
Q4 | $303K | Sell |
6,376
-443
| -6% | -$21K | 0.03% | 169 |
|
|
2023
Q3 | $322K | Sell |
6,819
-1,848
| -21% | -$87.4K | 0.04% | 160 |
|
|
2023
Q2 | $411K | Sell |
8,667
-568
| -6% | -$26.9K | 0.05% | 143 |
|
|
2023
Q1 | $442K | Buy |
9,235
+419
| +5% | +$20K | 0.06% | 135 |
|
|
2022
Q4 | $412K | Buy |
8,816
+7,604
| +627% | +$355K | 0.06% | 140 |
|
|
2022
Q3 | $58K | Sell |
1,212
-116
| -9% | -$5.55K | 0.01% | 262 |
|
|
2022
Q2 | $67K | Hold |
1,328
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $68K | Hold |
1,328
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $68K | Sell |
1,328
-2
| -0.2% | -$102 | 0.01% | 269 |
|
|
2021
Q3 | $70K | Sell |
1,330
-2,862
| -68% | -$151K | 0.01% | 260 |
|
|
2021
Q2 | $220K | Hold |
4,192
| – | – | 0.03% | 186 |
|
|
2021
Q1 | $216K | Buy |
4,192
+3,893
| +1,302% | +$201K | 0.03% | 184 |
|
|
2020
Q4 | $15K | Hold |
299
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $15K | Hold |
299
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $15K | Sell |
299
-51
| -15% | -$2.56K | ﹤0.01% | 364 |
|
|
2020
Q1 | $17K | Hold |
350
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 372 |
|
|
2019
Q3 | $17K | Hold |
350
| – | – | ﹤0.01% | 353 |
|
|
2019
Q2 | $17K | Hold |
350
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $17K | Hold |
350
| – | – | ﹤0.01% | 345 |
|
|
2018
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 324 |
|
|
2018
Q3 | – | Sell |
-350
| Closed | -$17K | – | 721 |
|
|
2018
Q2 | $17K | Hold |
350
| – | – | ﹤0.01% | 333 |
|
|
2018
Q1 | $17K | Hold |
350
| – | – | ﹤0.01% | 327 |
|
|
2017
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 331 |
|