Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
10,546
+634
| +6% | +$31.9K | 0.01% | 1006 |
|
|
2025
Q1 | $495K | Buy |
9,912
+1,581
| +19% | +$78.9K | 0.01% | 960 |
|
|
2024
Q4 | $403K | Buy |
8,331
+1,488
| +22% | +$72K | 0.01% | 1021 |
|
|
2024
Q3 | $337K | Buy |
6,843
+151
| +2% | +$7.45K | 0.01% | 1048 |
|
|
2024
Q2 | $325K | Sell |
6,692
-2,877
| -30% | -$140K | 0.01% | 1015 |
|
|
2024
Q1 | $458K | Sell |
9,569
-665
| -6% | -$31.8K | 0.01% | 836 |
|
|
2023
Q4 | $486K | Buy |
10,234
+1,778
| +21% | +$84.4K | 0.01% | 736 |
|
|
2023
Q3 | $400K | Buy |
8,456
+2,121
| +33% | +$100K | 0.01% | 751 |
|
|
2023
Q2 | $300K | Sell |
6,335
-4,543
| -42% | -$215K | 0.01% | 820 |
|
|
2023
Q1 | $520K | Buy |
+10,878
| New | +$520K | 0.02% | 585 |
|