JPLA
Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
4,190
| – | – | 0.09% | 142 |
|
|
2025
Q1 | $209K | Sell |
4,190
-200
| -5% | -$9.98K | 0.1% | 130 |
|
|
2024
Q4 | $213K | Sell |
4,390
-10
| -0.2% | -$484 | 0.09% | 127 |
|
|
2024
Q3 | $217K | Sell |
4,400
-700
| -14% | -$34.5K | 0.1% | 123 |
|
|
2024
Q2 | $248K | Sell |
5,100
-605
| -11% | -$29.4K | 0.13% | 102 |
|
|
2024
Q1 | $273K | Sell |
5,705
-1,420
| -20% | -$68K | 0.15% | 97 |
|
|
2023
Q4 | $338K | Sell |
7,125
-623
| -8% | -$29.6K | 0.21% | 88 |
|
|
2023
Q3 | $366K | Sell |
7,748
-869
| -10% | -$41.1K | 0.26% | 79 |
|
|
2023
Q2 | $409K | Sell |
8,617
-240
| -3% | -$11.4K | 0.27% | 76 |
|
|
2023
Q1 | $424K | Sell |
8,857
-500
| -5% | -$23.9K | 0.3% | 77 |
|
|
2022
Q4 | $437K | Sell |
9,357
-1,098
| -11% | -$51.3K | 0.33% | 74 |
|
|
2022
Q3 | $503K | Buy |
10,455
+3,700
| +55% | +$178K | 0.4% | 63 |
|
|
2022
Q2 | $339K | Buy |
6,755
+6,455
| +2,152% | +$324K | 0.24% | 76 |
|
|
2022
Q1 | $15K | Buy |
+300
| New | +$15K | 0.01% | 295 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$16K | – | 546 |
|
|
2021
Q3 | $16K | Hold |
300
| – | – | 0.01% | 337 |
|
|
2021
Q2 | $16K | Hold |
300
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $15K | Hold |
300
| – | – | 0.01% | 323 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 300 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$15K | – | 451 |
|
|
2020
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 275 |
|