Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,116
| Closed | -$58K | – | 1232 |
|
|
2021
Q1 | $58K | Buy |
1,116
+51
| +5% | +$2.65K | 0.02% | 145 |
|
|
2020
Q4 | $54K | Buy |
1,065
+84
| +9% | +$4.26K | 0.02% | 136 |
|
|
2020
Q3 | $50K | Sell |
981
-831
| -46% | -$42.4K | 0.03% | 127 |
|
|
2020
Q2 | $91K | Sell |
1,812
-154
| -8% | -$7.73K | 0.05% | 98 |
|
|
2020
Q1 | $96K | Sell |
1,966
-814
| -29% | -$39.7K | 0.06% | 87 |
|
|
2019
Q4 | $137K | Buy |
+2,780
| New | +$137K | 0.09% | 78 |
|