MFA
McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$1K | – | 377 |
|
|
2024
Q1 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 344 |
|
|
2023
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $0 | Sell |
1
-2,193
| -100% | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $104K | Sell |
2,194
-8,836
| -80% | -$419K | 0.09% | 101 |
|
|
2023
Q1 | $524K | Sell |
11,030
-847
| -7% | -$40.2K | 0.48% | 39 |
|
|
2022
Q4 | $554K | Sell |
11,877
-103,086
| -90% | -$4.81M | 0.53% | 33 |
|
|
2022
Q3 | $5.53M | Buy |
114,963
+31,938
| +38% | +$1.54M | 5.51% | 5 |
|
|
2022
Q2 | $4.16M | Sell |
83,025
-289,623
| -78% | -$14.5M | 13.31% | 1 |
|
|
2022
Q1 | $19.1M | Buy |
372,648
+1,655
| +0.4% | +$84.6K | 13.8% | 1 |
|
|
2021
Q4 | $19.1M | Buy |
+370,993
| New | +$19.1M | 13.01% | 1 |
|