MAM
Marotta Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Sell |
626,240
-20,804
| -3% | -$1.05M | 6.31% | 3 |
|
|
2025
Q1 | $31.9M | Buy |
647,044
+7,659
| +1% | +$378K | 6.26% | 3 |
|
|
2024
Q4 | $31M | Sell |
639,385
-7,659
| -1% | -$371K | 6.48% | 3 |
|
|
2024
Q3 | $31.9M | Buy |
647,044
+7,773
| +1% | +$383K | 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% | +$914K | 6.19% | 3 |
|
|
2023
Q4 | $28.8M | Sell |
605,931
-13,708
| -2% | -$651K | 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 | +$28.2M | 6.29% | 4 |
|
|
2022
Q4 | $24.9M | Sell |
533,410
-102,558
| -16% | -$4.79M | 5.99% | 4 |
|
|
2022
Q3 | $30.6M | Buy |
635,968
+27,546
| +5% | +$1.33M | 7.98% | 1 |
|
|
2022
Q2 | $30.3M | Buy |
608,422
+51,187
| +9% | +$2.55M | 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% | +$1.92M | 6.06% | 5 |
|
|
2021
Q3 | $25.4M | Buy |
482,713
+39,361
| +9% | +$2.07M | 6.13% | 5 |
|
|
2021
Q2 | $23M | Buy |
+443,352
| New | +$23M | 5.52% | 5 |
|