Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-137
| Closed | -$6.86K | – | 719 |
|
|
2022
Q2 | $6.86K | Buy |
137
+1
| +0.7% | +$50 | ﹤0.01% | 364 |
|
|
2022
Q1 | $6.95K | Hold |
136
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $6.97K | Buy |
136
+5
| +4% | +$256 | ﹤0.01% | 397 |
|
|
2021
Q3 | $6.89K | Sell |
131
-6,668
| -98% | -$350K | ﹤0.01% | 379 |
|
|
2021
Q2 | $130K | Buy |
6,799
+6,647
| +4,373% | +$127K | 0.01% | 345 |
|
|
2021
Q1 | $7.83K | Hold |
152
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $7.77K | Hold |
152
| – | – | 0.01% | 312 |
|
|
2020
Q3 | $7.76K | Hold |
152
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $7.63K | Hold |
152
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $7.41K | Hold |
152
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $7.49K | Hold |
152
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $7.46K | Hold |
152
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $7.5K | Hold |
152
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $7.4K | Buy |
+152
| New | +$7.4K | 0.01% | 253 |
|