Level Financial Advisors’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 | $1.93M | Sell |
38,359
-1,546
| -4% | -$77.7K | 0.6% | 34 |
|
|
2025
Q1 | $1.99M | Sell |
39,905
-1,017
| -2% | -$50.7K | 0.68% | 32 |
|
|
2024
Q4 | $1.98M | Sell |
40,922
-4,776
| -10% | -$231K | 0.73% | 31 |
|
|
2024
Q3 | $2.25M | Buy |
45,698
+36
| +0.1% | +$1.78K | 0.86% | 27 |
|
|
2024
Q2 | $2.22M | Sell |
45,662
-1,080
| -2% | -$52.4K | 0.96% | 24 |
|
|
2024
Q1 | $2.24M | Sell |
46,742
-3,542
| -7% | -$170K | 1.02% | 22 |
|
|
2023
Q4 | $2.39M | Buy |
50,284
+2,225
| +5% | +$106K | 1.18% | 21 |
|
|
2023
Q3 | $2.27M | Buy |
48,059
+1,985
| +4% | +$93.9K | 1.27% | 19 |
|
|
2023
Q2 | $2.18M | Buy |
46,074
+2,685
| +6% | +$127K | 1.22% | 19 |
|
|
2023
Q1 | $2.07M | Buy |
43,389
+10,463
| +32% | +$500K | 1.25% | 18 |
|
|
2022
Q4 | $1.54M | Buy |
32,926
+3,533
| +12% | +$165K | 1.01% | 23 |
|
|
2022
Q3 | $1.41M | Buy |
29,393
+2,870
| +11% | +$138K | 1.04% | 22 |
|
|
2022
Q2 | $1.33M | Buy |
26,523
+1,911
| +8% | +$95.8K | 0.98% | 20 |
|
|
2022
Q1 | $1.26M | Buy |
24,612
+4,031
| +20% | +$206K | 0.97% | 19 |
|
|
2021
Q4 | $1.06M | Buy |
+20,581
| New | +$1.06M | 0.81% | 19 |
|