Kingsview Wealth Management’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
Q1 | – | Sell |
-4,590
| Closed | -$222K | – | 1191 |
|
|
2024
Q4 | $222K | Buy |
4,590
+363
| +9% | +$17.6K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $208K | Sell |
4,227
-377
| -8% | -$18.6K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $223K | Sell |
4,604
-495
| -10% | -$24K | 0.01% | 945 |
|
|
2024
Q1 | $244K | Buy |
5,099
+647
| +15% | +$31K | 0.01% | 894 |
|
|
2023
Q4 | $211K | Buy |
+4,452
| New | +$211K | 0.01% | 886 |
|
|
2023
Q1 | – | Sell |
-43,072
| Closed | -$2.01M | – | 951 |
|
|
2022
Q4 | $2.01M | Sell |
43,072
-725
| -2% | -$33.9K | 0.09% | 235 |
|
|
2022
Q3 | $2.11M | Buy |
43,797
+345
| +0.8% | +$16.6K | 0.1% | 223 |
|
|
2022
Q2 | $2.18M | Buy |
43,452
+1,233
| +3% | +$61.8K | 0.1% | 212 |
|
|
2022
Q1 | $2.16M | Buy |
+42,219
| New | +$2.16M | 0.1% | 226 |
|