Lakeshore Financial Planning’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 | $240K | Buy |
4,767
+8
| +0.2% | +$402 | 0.1% | 67 |
|
|
2025
Q1 | $238K | Hold |
4,759
| – | – | 0.1% | 64 |
|
|
2024
Q4 | $231K | Sell |
4,759
-275
| -5% | -$13.3K | 0.1% | 64 |
|
|
2024
Q3 | $248K | Buy |
5,034
+29
| +0.6% | +$1.43K | 0.11% | 60 |
|
|
2024
Q2 | $243K | Buy |
5,005
+2
| +0% | +$97 | 0.12% | 54 |
|
|
2024
Q1 | $240K | Sell |
5,003
-1
| -0% | -$48 | 0.12% | 55 |
|
|
2023
Q4 | $238K | Buy |
5,004
+64
| +1% | +$3.04K | 0.13% | 49 |
|
|
2023
Q3 | $234K | Buy |
+4,940
| New | +$234K | 0.13% | 53 |
|