Kohmann Bosshard 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Sell |
4,355
-723
| -14% | -$36.3K | 0.02% | 178 |
|
2025
Q1 | $253K | Sell |
5,078
-632
| -11% | -$31.5K | 0.03% | 185 |
|
2024
Q4 | $276K | Sell |
5,710
-5,476
| -49% | -$265K | 0.03% | 162 |
|
2024
Q3 | $552K | Sell |
11,186
-6,644
| -37% | -$328K | 0.07% | 108 |
|
2024
Q2 | $865K | Sell |
17,830
-127,130
| -88% | -$6.17M | 0.12% | 80 |
|
2024
Q1 | $6.94M | Sell |
144,960
-39,787
| -22% | -$1.91M | 0.97% | 29 |
|
2023
Q4 | $8.77M | Buy |
184,747
+1,906
| +1% | +$90.5K | 1.34% | 25 |
|
2023
Q3 | $8.64M | Buy |
182,841
+6,212
| +4% | +$294K | 1.49% | 24 |
|
2023
Q2 | $8.38M | Buy |
176,629
+19,431
| +12% | +$921K | 1.44% | 24 |
|
2023
Q1 | $7.65M | Buy |
157,198
+4,604
| +3% | +$224K | 1.44% | 24 |
|
2022
Q4 | $7.13M | Sell |
152,594
-52,870
| -26% | -$2.47M | 1.42% | 24 |
|
2022
Q3 | $9.89M | Buy |
205,464
+10,492
| +5% | +$505K | 2.19% | 15 |
|
2022
Q2 | $9.77M | Sell |
194,972
-12,241
| -6% | -$614K | 2.16% | 16 |
|
2022
Q1 | $10.6M | Buy |
207,213
+13,424
| +7% | +$687K | 2.08% | 18 |
|
2021
Q4 | $10M | Buy |
193,789
+8,398
| +5% | +$434K | 2.01% | 18 |
|
2021
Q3 | $9.75M | Buy |
185,391
+8,838
| +5% | +$465K | 2.14% | 16 |
|
2021
Q2 | $9.25M | Buy |
176,553
+14,269
| +9% | +$748K | 2.12% | 16 |
|
2021
Q1 | $8.36M | Buy |
162,284
+9,584
| +6% | +$494K | 2.25% | 14 |
|
2020
Q4 | $7.87M | Buy |
152,700
+4,803
| +3% | +$248K | 2.45% | 13 |
|
2020
Q3 | $7.55M | Buy |
147,897
+294
| +0.2% | +$15K | 2.73% | 11 |
|
2020
Q2 | $7.41M | Sell |
147,603
-223
| -0.2% | -$11.2K | 2.75% | 11 |
|
2020
Q1 | $7.2M | Sell |
147,826
-10,792
| -7% | -$526K | 3.17% | 10 |
|
2019
Q4 | $7.82M | Buy |
158,618
+2,678
| +2% | +$132K | 2.88% | 13 |
|
2019
Q3 | $7.65M | Buy |
155,940
+11,686
| +8% | +$573K | 3% | 12 |
|
2019
Q2 | $7.12M | Buy |
144,254
+17,590
| +14% | +$868K | 2.97% | 12 |
|
2019
Q1 | $6.17M | Buy |
126,664
+12,602
| +11% | +$613K | 2.91% | 11 |
|
2018
Q4 | $5.47M | Sell |
114,062
-29,085
| -20% | -$1.39M | 2.96% | 11 |
|
2018
Q3 | $6.92M | Buy |
143,147
+12,256
| +9% | +$593K | 3.42% | 9 |
|
2018
Q2 | $6.39M | Buy |
130,891
+3,153
| +2% | +$154K | 3.61% | 9 |
|
2018
Q1 | $6.25M | Buy |
127,738
+7,493
| +6% | +$367K | 3.73% | 9 |
|
2017
Q4 | $5.87M | Sell |
120,245
-6,826
| -5% | -$333K | 3.77% | 9 |
|
2017
Q3 | $6.28M | Buy |
+127,071
| New | +$6.28M | 4.42% | 8 |
|
2017
Q1 | $5.08M | Buy |
102,655
+5,922
| +6% | +$293K | 4.32% | 8 |
|
2016
Q4 | $4.77M | Buy |
+96,733
| New | +$4.77M | 4.43% | 8 |
|