Marotta Asset Management’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
2026 Q2	$33M	Buy	667,167 +10,991	+2%	+$552K	5.5%	5
2026 Q1	$32.7M	Sell	656,176 -801	-0.1%	-$39.8K	6.03%	3
2025 Q4	$32.5M	Buy	656,977 +16,477	+3%	+$824K	6.02%	3
2025 Q3	$32M	Buy	640,500 +14,260	+2%	+$718K	6.03%	4
2025 Q2	$31.5M	Sell	626,240 -20,804	-3%	-$1.04M	6.31%	3
2025 Q1	$31.9M	Buy	647,044 +7,659	+1%	+$376K	6.26%	3
2024 Q4	$31M	Sell	639,385 -7,659	-1%	-$374K	6.48%	3
2024 Q3	$31.9M	Buy	647,044 +7,773	+1%	+$379K	6.26%	3
2024 Q2	$30.7M	Buy	639,271 +14,251	+2%	+$685K	6.36%	3
2024 Q1	$29.9M	Buy	625,020 +19,089	+3%	+$909K	6.19%	3
2023 Q4	$28.8M	Sell	605,931 -13,708	-2%	-$649K	6.18%	3
2023 Q3	$29.3M	Buy	619,639 +24,709	+4%	+$1.17M	6.78%	2
2023 Q2	$28.2M	Buy	+594,930	New	+$28.4M	6.29%	4
2022 Q4	$24.9M	Sell	533,410 -102,558	-16%	-$4.89M	5.99%	4
2022 Q3	$30.6M	Buy	635,968 +27,546	+5%	+$1.36M	7.98%	1
2022 Q2	$30.3M	Buy	608,422 +51,187	+9%	+$2.59M	7.47%	2
2022 Q1	$28.5M	Buy	557,235 +37,236	+7%	+$1.91M	6.64%	2
2021 Q4	$26.7M	Buy	519,999 +37,286	+8%	+$1.94M	6.06%	5
2021 Q3	$25.4M	Buy	482,713 +39,361	+9%	+$2.06M	6.13%	5
2021 Q2	$23M	Buy	+443,352	New	+$23.1M	5.52%	5

Other funds holding VTIP