Matrix Private Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,600
| Closed | -$417K | – | 156 |
|
|
2024
Q2 | $417K | Sell |
8,600
-2,260
| -21% | -$110K | 0.26% | 60 |
|
|
2024
Q1 | $520K | Sell |
10,860
-2,420
| -18% | -$116K | 0.35% | 53 |
|
|
2023
Q4 | $631K | Sell |
13,280
-4,850
| -27% | -$230K | 0.48% | 41 |
|
|
2023
Q3 | $857K | Sell |
18,130
-6,107
| -25% | -$289K | 0.64% | 33 |
|
|
2023
Q2 | $1.15M | Buy |
+24,237
| New | +$1.15M | 0.84% | 29 |
|