LPAM
Lodestar Private Asset Management’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 | $2.3M | Buy |
45,722
+944
| +2% | +$47.5K | 0.26% | 67 |
|
2025
Q1 | $2.23M | Buy |
44,778
+628
| +1% | +$31.3K | 0.28% | 66 |
|
2024
Q4 | $2.14M | Buy |
44,150
+1,412
| +3% | +$68.4K | 0.27% | 69 |
|
2024
Q3 | $2.11M | Buy |
42,738
+280
| +0.7% | +$13.8K | 0.27% | 68 |
|
2024
Q2 | $2.06M | Buy |
42,458
+866
| +2% | +$42K | 0.28% | 70 |
|
2024
Q1 | $1.99M | Buy |
41,592
+1,079
| +3% | +$51.7K | 0.28% | 67 |
|
2023
Q4 | $1.92M | Buy |
40,513
+4,861
| +14% | +$231K | 0.3% | 69 |
|
2023
Q3 | $1.69M | Sell |
35,652
-7,038
| -16% | -$333K | 0.29% | 69 |
|
2023
Q2 | $2.02M | Sell |
42,690
-3,422
| -7% | -$162K | 0.34% | 64 |
|
2023
Q1 | $2.21M | Sell |
46,112
-6,402
| -12% | -$306K | 0.39% | 58 |
|
2022
Q4 | $2.45M | Buy |
+52,514
| New | +$2.45M | 0.47% | 52 |
|