Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-79,163
| Closed | -$3.74M | – | 657 |
|
|
2023
Q3 | $3.74M | Buy |
79,163
+584
| +0.7% | +$27.6K | 0.22% | 76 |
|
|
2023
Q2 | $3.73M | Buy |
78,579
+47
| +0.1% | +$2.23K | 0.21% | 76 |
|
|
2023
Q1 | $3.76M | Hold |
78,532
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $3.67M | Buy |
78,532
+3,266
| +4% | +$153K | 0.24% | 69 |
|
|
2022
Q3 | $3.62M | Buy |
75,266
+13,569
| +22% | +$653K | 0.26% | 61 |
|
|
2022
Q2 | $3.09M | Buy |
61,697
+462
| +0.8% | +$23.2K | 0.22% | 67 |
|
|
2022
Q1 | $3.14M | Hold |
61,235
| – | – | 0.2% | 76 |
|
|
2021
Q4 | $3.15M | Buy |
+61,235
| New | +$3.15M | 0.2% | 74 |
|