MCA
Maryland Capital Advisors’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 | $3.47M | Buy |
68,950
+4,384
| +7% | +$220K | 1.36% | 14 |
|
|
2025
Q1 | $3.22M | Buy |
64,566
+5,660
| +10% | +$282K | 1.42% | 14 |
|
|
2024
Q4 | $2.85M | Buy |
58,906
+4,122
| +8% | +$200K | 1.32% | 14 |
|
|
2024
Q3 | $2.7M | Buy |
54,784
+4,639
| +9% | +$229K | 1.31% | 15 |
|
|
2024
Q2 | $2.43M | Buy |
50,145
+3,895
| +8% | +$189K | 1.31% | 16 |
|
|
2024
Q1 | $2.21M | Buy |
46,250
+3,086
| +7% | +$148K | 1.37% | 20 |
|
|
2023
Q4 | $2.05M | Buy |
43,164
+2,245
| +5% | +$107K | 1.35% | 20 |
|
|
2023
Q3 | $1.93M | Buy |
40,919
+2,930
| +8% | +$139K | 1.48% | 17 |
|
|
2023
Q2 | $1.8M | Buy |
37,989
+4,973
| +15% | +$236K | 1.45% | 20 |
|
|
2023
Q1 | $1.58M | Sell |
33,016
-1,592
| -5% | -$76.1K | 1.39% | 21 |
|
|
2022
Q4 | $1.62M | Sell |
34,608
-1,880
| -5% | -$87.8K | 1.51% | 17 |
|
|
2022
Q3 | $1.76M | Sell |
36,488
-6,640
| -15% | -$319K | 1.84% | 13 |
|
|
2022
Q2 | $2.16M | Sell |
43,128
-3,760
| -8% | -$188K | 2.28% | 10 |
|
|
2022
Q1 | $2.4M | Sell |
46,888
-3,968
| -8% | -$203K | 2.1% | 15 |
|
|
2021
Q4 | $2.61M | Buy |
+50,856
| New | +$2.61M | 2.16% | 12 |
|