LRIA
Leonard Rickey Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Buy |
578,366
+71,860
| +14% | +$3.61M | 5.81% | 7 |
|
|
2025
Q1 | $25.2M | Buy |
506,506
+13,983
| +3% | +$694K | 5.42% | 7 |
|
|
2024
Q4 | $23.8M | Buy |
492,523
+11,049
| +2% | +$535K | 5.49% | 5 |
|
|
2024
Q3 | $23.7M | Buy |
481,474
+10,905
| +2% | +$538K | 5.39% | 5 |
|
|
2024
Q2 | $22.8M | Buy |
470,569
+16,306
| +4% | +$791K | 5.47% | 5 |
|
|
2024
Q1 | $21.8M | Buy |
454,263
+34,192
| +8% | +$1.64M | 5.62% | 5 |
|
|
2023
Q4 | $19.9M | Buy |
420,071
+10,786
| +3% | +$512K | 5.91% | 4 |
|
|
2023
Q3 | $19.4M | Buy |
409,285
+9,764
| +2% | +$462K | 6.33% | 4 |
|
|
2023
Q2 | $18.9M | Buy |
399,521
+13,516
| +4% | +$641K | 7.13% | 5 |
|
|
2023
Q1 | $18.5M | Buy |
386,005
+106,897
| +38% | +$5.11M | 7.2% | 5 |
|
|
2022
Q4 | $13M | Buy |
+279,108
| New | +$13M | 5.51% | 6 |
|