Larson Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Sell |
22,999
-43
| -0.2% | -$2.16K | 0.05% | 274 |
|
2025
Q1 | $1.15M | Sell |
23,042
-322
| -1% | -$16.1K | 0.05% | 245 |
|
2024
Q4 | $1.13M | Sell |
23,364
-2,272
| -9% | -$110K | 0.06% | 225 |
|
2024
Q3 | $1.26M | Buy |
25,636
+337
| +1% | +$16.6K | 0.07% | 205 |
|
2024
Q2 | $1.23M | Sell |
25,299
-6,848
| -21% | -$332K | 0.08% | 181 |
|
2024
Q1 | $1.54M | Sell |
32,147
-2,508
| -7% | -$120K | 0.12% | 147 |
|
2023
Q4 | $1.65M | Buy |
34,655
+3,177
| +10% | +$151K | 0.14% | 126 |
|
2023
Q3 | $1.49M | Buy |
31,478
+648
| +2% | +$30.6K | 0.15% | 132 |
|
2023
Q2 | $1.46M | Buy |
30,830
+247
| +0.8% | +$11.7K | 0.15% | 133 |
|
2023
Q1 | $1.46M | Buy |
30,583
+1,306
| +4% | +$62.5K | 0.16% | 129 |
|
2022
Q4 | $1.37M | Sell |
29,277
-123,170
| -81% | -$5.75M | 0.16% | 122 |
|
2022
Q3 | $7.33M | Sell |
152,447
-1,424
| -0.9% | -$68.5K | 1.04% | 21 |
|
2022
Q2 | $7.71M | Sell |
153,871
-4,136
| -3% | -$207K | 1.33% | 20 |
|
2022
Q1 | $8.09M | Sell |
158,007
-2,065
| -1% | -$106K | 1.29% | 20 |
|
2021
Q4 | $8.23M | Buy |
160,072
+20,134
| +14% | +$1.03M | 1.31% | 21 |
|
2021
Q3 | $7.36M | Buy |
139,938
+16,397
| +13% | +$862K | 1.46% | 21 |
|
2021
Q2 | $6.48M | Buy |
123,541
+23,016
| +23% | +$1.21M | 1.5% | 22 |
|
2021
Q1 | $5.18M | Buy |
100,525
+19,680
| +24% | +$1.01M | 1.53% | 19 |
|
2020
Q4 | $4.13M | Buy |
80,845
+8,542
| +12% | +$436K | 1.41% | 19 |
|
2020
Q3 | $3.69M | Buy |
72,303
+1,378
| +2% | +$70.3K | 1.51% | 18 |
|
2020
Q2 | $3.56M | Buy |
70,925
+41,212
| +139% | +$2.07M | 1.69% | 20 |
|
2020
Q1 | $1.45M | Buy |
29,713
+5,139
| +21% | +$250K | 0.91% | 26 |
|
2019
Q4 | $1.21M | Buy |
24,574
+3,655
| +17% | +$180K | 0.7% | 28 |
|
2019
Q3 | $1.03M | Buy |
20,919
+2,519
| +14% | +$124K | 0.67% | 29 |
|
2019
Q2 | $907K | Buy |
18,400
+236
| +1% | +$11.6K | 0.67% | 26 |
|
2019
Q1 | $884K | Buy |
18,164
+296
| +2% | +$14.4K | 0.7% | 28 |
|
2018
Q4 | $856K | Buy |
17,868
+236
| +1% | +$11.3K | 0.79% | 26 |
|
2018
Q3 | $853K | Buy |
17,632
+6,445
| +58% | +$312K | 0.98% | 24 |
|
2018
Q2 | $546K | Sell |
11,187
-5,042
| -31% | -$246K | 0.63% | 28 |
|
2018
Q1 | $794K | Sell |
16,229
-2,648
| -14% | -$130K | 0.93% | 24 |
|
2017
Q4 | $922K | Buy |
+18,877
| New | +$922K | 0.77% | 23 |
|