LifePlan Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 533 |
|
2020
Q2 | – | Sell |
-52
| Closed | -$3K | – | 592 |
|
2020
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 499 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 580 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 565 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 573 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 571 |
|
2018
Q4 | – | Sell |
-744
| Closed | -$36K | – | 567 |
|
2018
Q3 | $36K | Buy |
744
+13
| +2% | +$629 | 0.02% | 276 |
|
2018
Q2 | $36K | Buy |
731
+2
| +0.3% | +$98 | 0.02% | 272 |
|
2018
Q1 | $36K | Buy |
+729
| New | +$36K | 0.02% | 266 |
|