Lokken Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,948
| Closed | -$278K | – | 139 |
|
|
2022
Q4 | $278K | Sell |
5,948
-102
| -2% | -$4.76K | 0.22% | 97 |
|
|
2022
Q3 | $291K | Sell |
6,050
-4,443
| -42% | -$214K | 0.25% | 87 |
|
|
2022
Q2 | $526K | Sell |
10,493
-986
| -9% | -$49.4K | 0.43% | 51 |
|
|
2022
Q1 | $582K | Sell |
11,479
-1,486
| -11% | -$75.3K | 0.46% | 48 |
|
|
2021
Q4 | $666K | Sell |
12,965
-428
| -3% | -$22K | 0.48% | 43 |
|
|
2021
Q3 | $704K | Buy |
+13,393
| New | +$704K | 0.56% | 41 |
|