Mayflower Financial Advisors’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
Q2 | – | Sell |
-4,645
| Closed | -$222K | – | 369 |
|
|
2024
Q1 | $222K | Sell |
4,645
-1,357
| -23% | -$65K | 0.04% | 326 |
|
|
2023
Q4 | $285K | Sell |
6,002
-3
| -0% | -$142 | 0.04% | 273 |
|
|
2023
Q3 | $284K | Sell |
6,005
-2,848
| -32% | -$135K | 0.04% | 260 |
|
|
2023
Q2 | $420K | Sell |
8,853
-2,357
| -21% | -$112K | 0.05% | 235 |
|
|
2023
Q1 | $536K | Sell |
11,210
-58
| -0.5% | -$2.77K | 0.07% | 189 |
|
|
2022
Q4 | $526K | Buy |
11,268
+1,183
| +12% | +$55.3K | 0.07% | 186 |
|
|
2022
Q3 | $485K | Buy |
10,085
+2,729
| +37% | +$131K | 0.08% | 191 |
|
|
2022
Q2 | $369K | Buy |
7,356
+1,723
| +31% | +$86.4K | 0.06% | 228 |
|
|
2022
Q1 | $288K | Buy |
5,633
+1,605
| +40% | +$82.1K | 0.04% | 281 |
|
|
2021
Q4 | $207K | Buy |
+4,028
| New | +$207K | 0.03% | 313 |
|