Lutz Financial 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 | $4.32M | Sell |
85,938
-12,175
| -12% | -$612K | 0.34% | 48 |
|
|
2025
Q1 | $4.9M | Sell |
98,113
-7,222
| -7% | -$360K | 0.4% | 42 |
|
|
2024
Q4 | $5.1M | Buy |
105,335
+508
| +0.5% | +$24.6K | 0.41% | 42 |
|
|
2024
Q3 | $5.17M | Sell |
104,827
-2,268
| -2% | -$112K | 0.42% | 41 |
|
|
2024
Q2 | $5.2M | Sell |
107,095
-2,722
| -2% | -$132K | 0.45% | 40 |
|
|
2024
Q1 | $5.26M | Buy |
109,817
+4,721
| +4% | +$226K | 0.46% | 40 |
|
|
2023
Q4 | $4.99M | Sell |
105,096
-4,495
| -4% | -$213K | 0.47% | 40 |
|
|
2023
Q3 | $5.18M | Buy |
109,591
+1,834
| +2% | +$86.7K | 0.56% | 37 |
|
|
2023
Q2 | $5.11M | Sell |
107,757
-8,718
| -7% | -$413K | 0.55% | 39 |
|
|
2023
Q1 | $5.57M | Buy |
116,475
+1,074
| +0.9% | +$51.4K | 0.64% | 35 |
|
|
2022
Q4 | $5.39M | Sell |
115,401
-70,070
| -38% | -$3.27M | 0.66% | 36 |
|
|
2022
Q3 | $8.92M | Sell |
185,471
-54,687
| -23% | -$2.63M | 1.22% | 24 |
|
|
2022
Q2 | $12M | Buy |
240,158
+21,055
| +10% | +$1.06M | 1.6% | 20 |
|
|
2022
Q1 | $11.2M | Buy |
219,103
+5,277
| +2% | +$270K | 1.38% | 23 |
|
|
2021
Q4 | $11M | Buy |
213,826
+26,386
| +14% | +$1.36M | 1.35% | 25 |
|
|
2021
Q3 | $9.86M | Sell |
187,440
-7,055
| -4% | -$371K | 1.28% | 25 |
|
|
2021
Q2 | $10.2M | Buy |
194,495
+3,751
| +2% | +$197K | 1.36% | 23 |
|
|
2021
Q1 | $9.83M | Buy |
190,744
+8,091
| +4% | +$417K | 1.45% | 22 |
|
|
2020
Q4 | $9.33M | Buy |
182,653
+1,369
| +0.8% | +$70K | 1.53% | 21 |
|
|
2020
Q3 | $9.25M | Sell |
181,284
-10,959
| -6% | -$559K | 1.78% | 18 |
|
|
2020
Q2 | $9.65M | Sell |
192,243
-79,122
| -29% | -$3.97M | 1.97% | 15 |
|
|
2020
Q1 | $13.2M | Sell |
271,365
-115,319
| -30% | -$5.62M | 2.94% | 10 |
|
|
2019
Q4 | $19.1M | Sell |
386,684
-32,453
| -8% | -$1.6M | 3.38% | 8 |
|
|
2019
Q3 | $20.6M | Sell |
419,137
-71,432
| -15% | -$3.5M | 3.94% | 8 |
|
|
2019
Q2 | $24.2M | Sell |
490,569
-35,432
| -7% | -$1.75M | 4.73% | 7 |
|
|
2019
Q1 | $25.6M | Buy |
526,001
+14,064
| +3% | +$685K | 5.22% | 7 |
|
|
2018
Q4 | $24.5M | Buy |
511,937
+29,047
| +6% | +$1.39M | 5.48% | 7 |
|
|
2018
Q3 | $23.4M | Buy |
482,890
+120,304
| +33% | +$5.82M | 5.16% | 8 |
|
|
2018
Q2 | $17.7M | Sell |
362,586
-539
| -0.1% | -$26.3K | 5.05% | 10 |
|
|
2018
Q1 | $17.8M | Buy |
363,125
+22,305
| +7% | +$1.09M | 5.24% | 9 |
|
|
2017
Q4 | $16.6M | Buy |
+340,820
| New | +$16.6M | 4.85% | 9 |
|