Meritas 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 | $5.22M | Sell |
103,839
-881
| -0.8% | -$44.3K | 2.87% | 10 |
|
|
2025
Q1 | $5.23M | Buy |
104,720
+4,739
| +5% | +$236K | 3.06% | 10 |
|
|
2024
Q4 | $4.84M | Buy |
99,981
+3,647
| +4% | +$177K | 2.91% | 10 |
|
|
2024
Q3 | $4.75M | Buy |
96,334
+5,756
| +6% | +$284K | 2.94% | 10 |
|
|
2024
Q2 | $4.4M | Buy |
90,578
+2,122
| +2% | +$103K | 3.1% | 8 |
|
|
2024
Q1 | $4.24M | Sell |
88,456
-1,044
| -1% | -$50K | 2.95% | 8 |
|
|
2023
Q4 | $4.25M | Sell |
89,500
-10,185
| -10% | -$484K | 3.19% | 8 |
|
|
2023
Q3 | $4.71M | Buy |
99,685
+2,781
| +3% | +$131K | 3.61% | 8 |
|
|
2023
Q2 | $4.6M | Buy |
96,904
+309
| +0.3% | +$14.7K | 3.45% | 7 |
|
|
2023
Q1 | $4.62M | Buy |
96,595
+6,164
| +7% | +$295K | 3.63% | 7 |
|
|
2022
Q4 | $4.22M | Buy |
+90,431
| New | +$4.22M | 3.49% | 7 |
|