Lutz Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33M | Sell |
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|
2025
Q2 | $4.32M | Sell |
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|
2025
Q1 | $4.9M | Sell |
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|
2024
Q4 | $5.1M | Buy |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $5.2M | Sell |
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|
2024
Q1 | $5.26M | Buy |
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|
2023
Q4 | $4.99M | Sell |
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|
2023
Q3 | $5.18M | Buy |
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|
2023
Q2 | $5.11M | Sell |
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|
2023
Q1 | $5.57M | Buy |
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|
2022
Q4 | $5.39M | Sell |
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|
2022
Q3 | $8.92M | Sell |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.86M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.83M | Buy |
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|
2020
Q4 | $9.33M | Buy |
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|
2020
Q3 | $9.25M | Sell |
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|
2020
Q2 | $9.64M | Sell |
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|
2020
Q1 | $13.2M | Sell |
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|
2019
Q4 | $19.1M | Sell |
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|
2019
Q3 | $20.6M | Sell |
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|
2019
Q2 | $24.2M | Sell |
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|
2019
Q1 | $25.6M | Buy |
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|
2018
Q4 | $24.5M | Buy |
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|
2018
Q3 | $23.4M | Buy |
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|
2018
Q2 | $17.7M | Sell |
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|
2018
Q1 | $17.8M | Buy |
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|
2017
Q4 | $16.6M | Buy |
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