Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.56M | Buy |
32,210
+6,747
| +26% | +$327K | 0.06% | 68 |
|
|
2024
Q3 | $1.26M | Buy |
25,463
+5,730
| +29% | +$283K | 0.05% | 91 |
|
|
2024
Q2 | $958K | Buy |
19,733
+4,180
| +27% | +$203K | 0.04% | 97 |
|
|
2024
Q1 | $745K | Buy |
15,553
+2,127
| +16% | +$102K | 0.03% | 114 |
|
|
2023
Q4 | $638K | Sell |
13,426
-1,649
| -11% | -$78.3K | 0.03% | 114 |
|
|
2023
Q3 | $713K | Buy |
15,075
+181
| +1% | +$8.56K | 0.04% | 102 |
|
|
2023
Q2 | $706K | Sell |
14,894
-499
| -3% | -$23.7K | 0.03% | 123 |
|
|
2023
Q1 | $736K | Buy |
15,393
+1,807
| +13% | +$86.4K | 0.04% | 113 |
|
|
2022
Q4 | $635K | Sell |
13,586
-4,045
| -23% | -$189K | 0.03% | 128 |
|
|
2022
Q3 | $848K | Buy |
17,631
+6,041
| +52% | +$291K | 0.06% | 72 |
|
|
2022
Q2 | $581K | Buy |
11,590
+3,088
| +36% | +$155K | 0.04% | 92 |
|
|
2022
Q1 | $435K | Buy |
8,502
+1,446
| +20% | +$74K | 0.04% | 135 |
|
|
2021
Q4 | $363K | Sell |
7,056
-3,527
| -33% | -$181K | 0.03% | 160 |
|
|
2021
Q3 | $556K | Sell |
10,583
-557
| -5% | -$29.3K | 0.05% | 131 |
|
|
2021
Q2 | $584K | Buy |
11,140
+601
| +6% | +$31.5K | 0.05% | 148 |
|
|
2021
Q1 | $543K | Buy |
10,539
+519
| +5% | +$26.7K | 0.06% | 126 |
|
|
2020
Q4 | $513K | Buy |
10,020
+1,386
| +16% | +$71K | 0.06% | 143 |
|
|
2020
Q3 | $441K | Hold |
8,634
| – | – | 0.07% | 110 |
|
|
2020
Q2 | $433K | Sell |
8,634
-358
| -4% | -$18K | 0.07% | 115 |
|
|
2020
Q1 | $438K | Buy |
+8,992
| New | +$438K | 0.1% | 94 |
|