Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
16,451
+2,585
| +19% | +$130K | 0.04% | 341 |
|
|
2025
Q1 | $692K | Sell |
13,866
-770
| -5% | -$38.4K | 0.03% | 354 |
|
|
2024
Q4 | $709K | Buy |
14,636
+8,045
| +122% | +$390K | 0.03% | 346 |
|
|
2024
Q3 | $325K | Buy |
+6,591
| New | +$325K | 0.02% | 498 |
|
|
2024
Q1 | – | Sell |
-100,250
| Closed | -$4.76M | – | 562 |
|
|
2023
Q4 | $4.76M | Sell |
100,250
-7,064
| -7% | -$335K | 0.3% | 73 |
|
|
2023
Q3 | $5.07M | Buy |
107,314
+1,520
| +1% | +$71.9K | 0.31% | 64 |
|
|
2023
Q2 | $5.02M | Sell |
105,794
-4,958
| -4% | -$235K | 0.42% | 43 |
|
|
2023
Q1 | $5.3M | Sell |
110,752
-886
| -0.8% | -$42.4K | 0.46% | 37 |
|
|
2022
Q4 | $5.21M | Sell |
111,638
-20,053
| -15% | -$937K | 0.51% | 32 |
|
|
2022
Q3 | $6.34M | Sell |
131,691
-11,842
| -8% | -$570K | 0.68% | 24 |
|
|
2022
Q2 | $7.19M | Buy |
143,533
+83,469
| +139% | +$4.18M | 0.59% | 35 |
|
|
2022
Q1 | $3.08M | Buy |
+60,064
| New | +$3.08M | 0.34% | 68 |
|