Montag & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Hold |
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|
2025
Q1 | $64.9K | Buy |
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|
2024
Q4 | $30.5K | Hold |
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|
2024
Q3 | $31.1K | Hold |
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|
2024
Q2 | $30.6K | Hold |
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|
2024
Q1 | $30.2K | Hold |
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|
2023
Q4 | $29.9K | Hold |
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|
2023
Q3 | $29.8K | Hold |
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|
2023
Q2 | $29.9K | Hold |
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|
2023
Q1 | $30.1K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Buy |
|