MAM
McLean Asset Management’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
Q1 | – | Sell |
-5,347
| Closed | -$259K | – | 160 |
|
|
2024
Q4 | $259K | Sell |
5,347
-140
| -3% | -$6.78K | 0.08% | 131 |
|
|
2024
Q3 | $268K | Sell |
5,487
-114
| -2% | -$5.57K | 0.08% | 129 |
|
|
2024
Q2 | $270K | Sell |
5,601
-1,167
| -17% | -$56.3K | 0.09% | 121 |
|
|
2024
Q1 | $324K | Buy |
6,768
+48
| +0.7% | +$2.3K | 0.11% | 99 |
|
|
2023
Q4 | $318K | Sell |
6,720
-11
| -0.2% | -$521 | 0.12% | 93 |
|
|
2023
Q3 | $316K | Buy |
6,731
+42
| +0.6% | +$1.97K | 0.13% | 89 |
|
|
2023
Q2 | $317K | Hold |
6,689
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $320K | Sell |
6,689
-17,433
| -72% | -$834K | 0.13% | 88 |
|
|
2022
Q4 | $1.13M | Buy |
24,122
+2,658
| +12% | +$124K | 0.38% | 34 |
|
|
2022
Q3 | $1.02M | Buy |
21,464
+8,528
| +66% | +$406K | 0.39% | 32 |
|
|
2022
Q2 | $639K | Buy |
12,936
+1,649
| +15% | +$81.5K | 0.25% | 43 |
|
|
2022
Q1 | $578K | Sell |
11,287
-214
| -2% | -$11K | 0.43% | 42 |
|
|
2021
Q4 | $588K | Buy |
11,501
+1,215
| +12% | +$62.1K | 0.23% | 47 |
|
|
2021
Q3 | $537K | Buy |
10,286
+6
| +0.1% | +$313 | 0.21% | 52 |
|
|
2021
Q2 | $537K | Buy |
10,280
+5,477
| +114% | +$286K | 0.24% | 44 |
|
|
2021
Q1 | $249K | Buy |
+4,803
| New | +$249K | 0.2% | 85 |
|