Montag & Associates’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 | $65.4K | Hold |
1,301
| – | – | ﹤0.01% | 528 |
|
|
2025
Q1 | $64.9K | Buy |
1,301
+671
| +107% | +$33.5K | ﹤0.01% | 562 |
|
|
2024
Q4 | $30.5K | Hold |
630
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $31.1K | Hold |
630
| – | – | ﹤0.01% | 681 |
|
|
2024
Q2 | $30.6K | Hold |
630
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $30.2K | Hold |
630
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $29.9K | Hold |
630
| – | – | ﹤0.01% | 649 |
|
|
2023
Q3 | $29.8K | Hold |
630
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $29.9K | Hold |
630
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $30.1K | Sell |
630
-7,095
| -92% | -$339K | ﹤0.01% | 620 |
|
|
2022
Q4 | $361K | Buy |
7,725
+104
| +1% | +$4.86K | 0.02% | 305 |
|
|
2022
Q3 | $367K | Buy |
7,621
+1,293
| +20% | +$62.3K | 0.03% | 294 |
|
|
2022
Q2 | $317K | Buy |
6,328
+722
| +13% | +$36.2K | 0.02% | 313 |
|
|
2022
Q1 | $287K | Buy |
5,606
+4,976
| +790% | +$255K | 0.02% | 352 |
|
|
2021
Q4 | $32K | Hold |
630
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $33K | Hold |
630
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $33K | Hold |
630
| – | – | ﹤0.01% | 603 |
|
|
2021
Q1 | $32K | Hold |
630
| – | – | ﹤0.01% | 609 |
|
|
2020
Q4 | $32K | Buy |
+630
| New | +$32K | ﹤0.01% | 588 |
|