Market Street Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,787
| Closed | -$615K | – | 99 |
|
|
2022
Q3 | $615K | Sell |
12,787
-11,400
| -47% | -$548K | 0.2% | 66 |
|
|
2022
Q2 | $1.21M | Buy |
+24,187
| New | +$1.21M | 0.37% | 53 |
|
|
2020
Q3 | – | Sell |
-8,252
| Closed | -$414K | – | 44 |
|
|
2020
Q2 | $414K | Sell |
8,252
-35,214
| -81% | -$1.77M | 0.38% | 36 |
|
|
2020
Q1 | $2.12M | Sell |
43,466
-40,249
| -48% | -$1.96M | 2.28% | 16 |
|
|
2019
Q4 | $4.13M | Sell |
83,715
-23,086
| -22% | -$1.14M | 3.76% | 9 |
|
|
2019
Q3 | $5.24M | Sell |
106,801
-20,976
| -16% | -$1.03M | 5.09% | 7 |
|
|
2019
Q2 | $6.3M | Sell |
127,777
-40,428
| -24% | -$1.99M | 6.08% | 6 |
|
|
2019
Q1 | $8.19M | Sell |
168,205
-22,001
| -12% | -$1.07M | 8.17% | 5 |
|
|
2018
Q4 | $9.12M | Buy |
+190,206
| New | +$9.12M | 10.18% | 3 |
|