Level Four Advisory Services’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 | $874K | Buy |
17,388
+1
| +0% | +$50 | 0.03% | 412 |
|
|
2025
Q1 | $868K | Hold |
17,387
| – | – | 0.04% | 381 |
|
|
2024
Q4 | $842K | Buy |
17,387
+443
| +3% | +$21.5K | 0.03% | 384 |
|
|
2024
Q3 | $827K | Buy |
16,944
+517
| +3% | +$25.2K | 0.03% | 407 |
|
|
2024
Q2 | $797K | Buy |
16,427
+70
| +0.4% | +$3.4K | 0.04% | 389 |
|
|
2024
Q1 | $777K | Hold |
16,357
| – | – | 0.04% | 354 |
|
|
2023
Q4 | $777K | Buy |
16,357
+312
| +2% | +$14.8K | 0.04% | 352 |
|
|
2023
Q3 | $759K | Buy |
16,045
+10,848
| +209% | +$513K | 0.05% | 346 |
|
|
2023
Q2 | $246K | Hold |
5,197
| – | – | 0.01% | 677 |
|
|
2023
Q1 | $249K | Buy |
+5,197
| New | +$249K | 0.02% | 630 |
|
|
2020
Q2 | – | Sell |
-4,164
| Closed | -$200K | – | 585 |
|
|
2020
Q1 | $200K | Buy |
+4,164
| New | +$200K | 0.02% | 458 |
|
|
2019
Q2 | – | Sell |
-4,984
| Closed | -$243K | – | 536 |
|
|
2019
Q1 | $243K | Sell |
4,984
-7,066
| -59% | -$345K | 0.03% | 450 |
|
|
2018
Q4 | $577K | Buy |
12,050
+922
| +8% | +$44.1K | 0.07% | 267 |
|
|
2018
Q3 | $538K | Sell |
11,128
-2,443
| -18% | -$118K | 0.06% | 326 |
|
|
2018
Q2 | $663K | Sell |
13,571
-910
| -6% | -$44.5K | 0.05% | 326 |
|
|
2018
Q1 | $708K | Sell |
14,481
-3,348
| -19% | -$164K | 0.05% | 297 |
|
|
2017
Q4 | $870K | Buy |
17,829
+259
| +1% | +$12.6K | 0.07% | 263 |
|
|
2017
Q3 | $869K | Buy |
17,570
+864
| +5% | +$42.7K | 0.08% | 246 |
|
|
2017
Q2 | $828K | Hold |
16,706
| – | – | 0.13% | 168 |
|
|
2017
Q1 | $828K | Buy |
+16,706
| New | +$828K | 0.08% | 228 |
|