Key Financial Inc’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 | $236K | Buy |
4,699
+1
| +0% | +$50 | 0.05% | 252 |
|
|
2025
Q1 | $234K | Sell |
4,698
-492
| -9% | -$24.6K | 0.05% | 241 |
|
|
2024
Q4 | $251K | Buy |
5,190
+488
| +10% | +$23.6K | 0.06% | 220 |
|
|
2024
Q3 | $232K | Hold |
4,702
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $228K | Hold |
4,702
| – | – | 0.05% | 227 |
|
|
2024
Q1 | $225K | Sell |
4,702
-157
| -3% | -$7.52K | 0.06% | 217 |
|
|
2023
Q4 | $231K | Sell |
4,859
-178
| -4% | -$8.45K | 0.06% | 203 |
|
|
2023
Q3 | $238K | Buy |
5,037
+570
| +13% | +$26.9K | 0.08% | 184 |
|
|
2023
Q2 | $212K | Hold |
4,467
| – | – | 0.07% | 200 |
|
|
2023
Q1 | $214K | Buy |
4,467
+4,249
| +1,949% | +$203K | 0.08% | 186 |
|
|
2022
Q4 | $10.5K | Hold |
218
| – | – | ﹤0.01% | 621 |
|
|
2022
Q3 | $10K | Buy |
218
+200
| +1,111% | +$9.17K | ﹤0.01% | 640 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 929 |
|