KFS
Kaizen Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,450
| Closed | -$269K | – | 145 |
|
|
2024
Q3 | $269K | Hold |
5,450
| – | – | 0.16% | 108 |
|
|
2024
Q2 | $264K | Hold |
5,450
| – | – | 0.16% | 98 |
|
|
2024
Q1 | $261K | Hold |
5,450
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $259K | Sell |
5,450
-1,000
| -16% | -$47.5K | 0.2% | 89 |
|
|
2023
Q3 | $305K | Sell |
6,450
-20
| -0.3% | -$946 | 0.26% | 63 |
|
|
2023
Q2 | $305K | Hold |
6,470
| – | – | 0.26% | 65 |
|
|
2023
Q1 | $309K | Sell |
6,470
-500
| -7% | -$23.9K | 0.31% | 56 |
|
|
2022
Q4 | $327K | Hold |
6,970
| – | – | 0.32% | 69 |
|
|
2022
Q3 | $335K | Hold |
6,970
| – | – | 0.34% | 69 |
|
|
2022
Q2 | $349K | Sell |
6,970
-400
| -5% | -$20K | 0.34% | 74 |
|
|
2022
Q1 | $377K | Buy |
+7,370
| New | +$377K | 0.3% | 78 |
|