Kovitz Investment Group Partners’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
Q2 | $468K | Buy |
9,306
+645
| +7% | +$32.4K | ﹤0.01% | 993 |
|
|
2025
Q1 | $432K | Sell |
8,661
-773
| -8% | -$38.6K | ﹤0.01% | 940 |
|
|
2024
Q4 | $457K | Sell |
9,434
-2,316
| -20% | -$112K | ﹤0.01% | 921 |
|
|
2024
Q3 | $478K | Buy |
+11,750
| New | +$478K | ﹤0.01% | 759 |
|
|
2023
Q2 | – | Sell |
-6,200
| Closed | -$296K | – | 442 |
|
|
2023
Q1 | $296K | Buy |
6,200
+700
| +13% | +$33.4K | 0.01% | 372 |
|
|
2022
Q4 | $257K | Sell |
5,500
-1,001
| -15% | -$46.8K | 0.01% | 368 |
|
|
2022
Q3 | $313K | Sell |
6,501
-186
| -3% | -$8.96K | 0.01% | 351 |
|
|
2022
Q2 | $335K | Buy |
6,687
+9
| +0.1% | +$451 | 0.01% | 357 |
|
|
2022
Q1 | $342K | Sell |
6,678
-15,872
| -70% | -$813K | 0.01% | 363 |
|
|
2021
Q4 | $1.15M | Buy |
22,550
+15,235
| +208% | +$778K | 0.03% | 256 |
|
|
2021
Q3 | $385K | Sell |
7,315
-800
| -10% | -$42.1K | 0.01% | 365 |
|
|
2021
Q2 | $425K | Sell |
8,115
-15,975
| -66% | -$837K | 0.01% | 359 |
|
|
2021
Q1 | $1.24M | Buy |
24,090
+1,540
| +7% | +$79.4K | 0.03% | 256 |
|
|
2020
Q4 | $1.15M | Sell |
22,550
-254
| -1% | -$13K | 0.03% | 252 |
|
|
2020
Q3 | $1.16M | Buy |
22,804
+16,404
| +256% | +$837K | 0.03% | 245 |
|
|
2020
Q2 | $321K | Buy |
+6,400
| New | +$321K | 0.01% | 326 |
|