Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,610
| Closed | -$82.8K | – | 185 |
|
|
2021
Q4 | $82.8K | Sell |
1,610
-1,834
| -53% | -$94.3K | 3.59% | 8 |
|
|
2021
Q3 | $181K | Buy |
+3,444
| New | +$181K | 0.06% | 179 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 1088 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 964 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 990 |
|
|
2020
Q1 | $0 | Sell |
2
-47
| -96% | – | ﹤0.01% | 1000 |
|
|
2019
Q4 | $2K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 790 |
|
|
2019
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 759 |
|
|
2019
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 780 |
|