Leeward Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,450
| Closed | -$884K | – | 96 |
|
|
2024
Q1 | $884K | Hold |
18,450
| – | – | 0.37% | 54 |
|
|
2023
Q4 | $876K | Sell |
18,450
-18,652
| -50% | -$886K | 0.42% | 53 |
|
|
2023
Q3 | $1.75M | Sell |
37,102
-3,148
| -8% | -$149K | 0.97% | 35 |
|
|
2023
Q2 | $1.91M | Sell |
40,250
-36,371
| -47% | -$1.72M | 1.1% | 36 |
|
|
2023
Q1 | $3.66M | Buy |
76,621
+1,540
| +2% | +$73.6K | 2.24% | 15 |
|
|
2022
Q4 | $3.51M | Sell |
75,081
-31,472
| -30% | -$1.47M | 2.42% | 14 |
|
|
2022
Q3 | $5.13M | Buy |
106,553
+4,962
| +5% | +$239K | 3.68% | 5 |
|
|
2022
Q2 | $5.09M | Buy |
101,591
+23,584
| +30% | +$1.18M | 3.49% | 6 |
|
|
2022
Q1 | $4M | Buy |
78,007
+30,444
| +64% | +$1.56M | 2.47% | 15 |
|
|
2021
Q4 | $2.45M | Buy |
+47,563
| New | +$2.45M | 1.53% | 25 |
|