Money Concepts Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-27,486
| Closed | -$1.3M | – | 384 |
|
2023
Q2 | $1.3M | Sell |
27,486
-46,931
| -63% | -$2.23M | 0.13% | 174 |
|
2023
Q1 | $1.02M | Buy |
74,417
+34,118
| +85% | +$466K | 0.06% | 217 |
|
2022
Q4 | $1.88M | Buy |
40,299
+21,598
| +115% | +$1.01M | 0.08% | 195 |
|
2022
Q3 | $900K | Sell |
18,701
-27,631
| -60% | -$1.33M | 0.05% | 241 |
|
2022
Q2 | $2.31M | Sell |
46,332
-33,220
| -42% | -$1.66M | 0.21% | 116 |
|
2022
Q1 | $4.07M | Buy |
79,552
+33,600
| +73% | +$1.72M | 0.23% | 90 |
|
2021
Q4 | $2.36M | Buy |
+45,952
| New | +$2.36M | 0.2% | 118 |
|
2021
Q1 | $1.95M | Buy |
37,868
+836
| +2% | +$43.1K | 0.16% | 142 |
|
2020
Q4 | $1.89M | Buy |
+37,032
| New | +$1.89M | 0.17% | 129 |
|