Monarch Capital 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 | $2.56M | Sell |
50,836
-1,902
| -4% | -$95.6K | 0.69% | 46 |
|
|
2025
Q1 | $2.63M | Sell |
52,738
-1,183
| -2% | -$59K | 0.73% | 41 |
|
|
2024
Q4 | $2.61M | Sell |
53,921
-226
| -0.4% | -$10.9K | 0.72% | 42 |
|
|
2024
Q3 | $2.67M | Buy |
54,147
+370
| +0.7% | +$18.2K | 0.72% | 43 |
|
|
2024
Q2 | $2.61M | Sell |
53,777
-2,220
| -4% | -$108K | 0.77% | 41 |
|
|
2024
Q1 | $2.68M | Buy |
55,997
+630
| +1% | +$30.2K | 0.76% | 41 |
|
|
2023
Q4 | $2.63M | Sell |
55,367
-5,158
| -9% | -$245K | 0.8% | 41 |
|
|
2023
Q3 | $2.86M | Sell |
60,525
-5,725
| -9% | -$271K | 0.92% | 38 |
|
|
2023
Q2 | $3.14M | Sell |
66,250
-2,473
| -4% | -$117K | 0.95% | 37 |
|
|
2023
Q1 | $3.29M | Sell |
68,723
-6,277
| -8% | -$300K | 1.01% | 37 |
|
|
2022
Q4 | $3.5M | Sell |
75,000
-21,659
| -22% | -$1.01M | 1.07% | 36 |
|
|
2022
Q3 | $4.65M | Sell |
96,659
-13,557
| -12% | -$652K | 1.52% | 25 |
|
|
2022
Q2 | $5.52M | Sell |
110,216
-7,171
| -6% | -$359K | 1.65% | 22 |
|
|
2022
Q1 | $6.01M | Buy |
117,387
+19,133
| +19% | +$980K | 1.59% | 22 |
|
|
2021
Q4 | $5.05M | Sell |
98,254
-3,616
| -4% | -$186K | 1.3% | 29 |
|
|
2021
Q3 | $5.36M | Buy |
101,870
+44,562
| +78% | +$2.34M | 1.49% | 26 |
|
|
2021
Q2 | $3M | Buy |
57,308
+12,871
| +29% | +$675K | 0.86% | 41 |
|
|
2021
Q1 | $2.29M | Buy |
44,437
+18,974
| +75% | +$978K | 0.68% | 45 |
|
|
2020
Q4 | $1.3M | Buy |
+25,463
| New | +$1.3M | 0.41% | 58 |
|