Martel Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $518K | Sell |
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|
2022
Q4 | $963K | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.68M | Sell |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $3.74M | Sell |
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|
2020
Q1 | $3.67M | Sell |
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|
2019
Q4 | $4.08M | Buy |
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|
2019
Q3 | $4.02M | Sell |
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|
2019
Q2 | $4.05M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $3.6M | Sell |
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|
2018
Q3 | $3.8M | Buy |
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