Kovitz Investment Group Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Buy |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $478K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $321K | Buy |
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