Kovack Advisors’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 | $657K | Sell |
13,078
-183
| -1% | -$9.2K | 0.06% | 266 |
|
|
2025
Q1 | $662K | Hold |
13,261
| – | – | 0.07% | 238 |
|
|
2024
Q4 | $642K | Buy |
13,261
+2,018
| +18% | +$97.7K | 0.06% | 254 |
|
|
2024
Q3 | $554K | Buy |
11,243
+2,043
| +22% | +$101K | 0.06% | 282 |
|
|
2024
Q2 | $447K | Buy |
+9,200
| New | +$447K | 0.05% | 325 |
|
|
2024
Q1 | – | Sell |
-9,200
| Closed | -$437K | – | 605 |
|
|
2023
Q4 | $437K | Buy |
9,200
+257
| +3% | +$12.2K | 0.05% | 331 |
|
|
2023
Q3 | $423K | Sell |
8,943
-37,503
| -81% | -$1.77M | 0.06% | 297 |
|
|
2023
Q2 | $2.2M | Sell |
46,446
-14,564
| -24% | -$691K | 0.28% | 73 |
|
|
2023
Q1 | $2.92M | Sell |
61,010
-16,323
| -21% | -$781K | 0.4% | 47 |
|
|
2022
Q4 | $3.61M | Sell |
77,333
-1,799
| -2% | -$84K | 0.53% | 32 |
|
|
2022
Q3 | $3.81M | Sell |
79,132
-11,190
| -12% | -$538K | 0.56% | 30 |
|
|
2022
Q2 | $4.53M | Sell |
90,322
-7,044
| -7% | -$353K | 0.6% | 22 |
|
|
2022
Q1 | $4.99M | Buy |
97,366
+3,444
| +4% | +$176K | 0.51% | 30 |
|
|
2021
Q4 | $4.83M | Buy |
93,922
+48,560
| +107% | +$2.5M | 0.47% | 28 |
|
|
2021
Q3 | $2.39M | Buy |
45,362
+1,126
| +3% | +$59.2K | 0.26% | 97 |
|
|
2021
Q2 | $2.32M | Buy |
44,236
+21,498
| +95% | +$1.13M | 0.26% | 96 |
|
|
2021
Q1 | $1.17M | Buy |
22,738
+11,420
| +101% | +$589K | 0.15% | 159 |
|
|
2020
Q4 | $578K | Buy |
11,318
+350
| +3% | +$17.9K | 0.08% | 253 |
|
|
2020
Q3 | $560K | Buy |
10,968
+1,285
| +13% | +$65.6K | 0.1% | 211 |
|
|
2020
Q2 | $486K | Sell |
9,683
-1,412
| -13% | -$70.9K | 0.09% | 217 |
|
|
2020
Q1 | $541K | Buy |
11,095
+218
| +2% | +$10.6K | 0.12% | 182 |
|
|
2019
Q4 | $536K | Buy |
10,877
+937
| +9% | +$46.2K | 0.1% | 235 |
|
|
2019
Q3 | $488K | Buy |
+9,940
| New | +$488K | 0.1% | 234 |
|
|
2018
Q4 | – | Sell |
-4,953
| Closed | -$240K | – | 468 |
|
|
2018
Q3 | $240K | Sell |
4,953
-250
| -5% | -$12.1K | 0.06% | 343 |
|
|
2018
Q2 | $254K | Buy |
+5,203
| New | +$254K | 0.07% | 317 |
|