MIM
Morningstar Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
78,982
+43,564
| +123% | +$2.19M | 0.35% | 27 |
|
|
2025
Q1 | $1.77M | Sell |
35,418
-21,111
| -37% | -$1.05M | 0.15% | 43 |
|
|
2024
Q4 | $2.74M | Sell |
56,529
-10,198
| -15% | -$494K | 0.22% | 39 |
|
|
2024
Q3 | $3.27M | Buy |
66,727
+10,290
| +18% | +$504K | 0.32% | 34 |
|
|
2024
Q2 | $2.74M | Hold |
56,437
| – | – | 0.29% | 41 |
|
|
2024
Q1 | $2.7M | Sell |
56,437
-25,274
| -31% | -$1.21M | 0.29% | 43 |
|
|
2023
Q4 | $3.88M | Sell |
81,711
-19,036
| -19% | -$904K | 0.45% | 28 |
|
|
2023
Q3 | $4.76M | Hold |
100,747
| – | – | 0.65% | 23 |
|
|
2023
Q2 | $4.78M | Sell |
100,747
-432,883
| -81% | -$20.5M | 0.63% | 25 |
|
|
2023
Q1 | $25.5M | Hold |
533,630
| – | – | 3.75% | 10 |
|
|
2022
Q4 | $24.9M | Buy |
533,630
+98,485
| +23% | +$4.6M | 4.21% | 8 |
|
|
2022
Q3 | $20.9M | Buy |
435,145
+249,139
| +134% | +$12M | 3.97% | 8 |
|
|
2022
Q2 | $9.32M | Buy |
186,006
+43,515
| +31% | +$2.18M | 1.77% | 15 |
|
|
2022
Q1 | $7.3M | Sell |
142,491
-19,384
| -12% | -$993K | 1.37% | 21 |
|
|
2021
Q4 | $8.32M | Buy |
161,875
+9,754
| +6% | +$501K | 1.26% | 24 |
|
|
2021
Q3 | $8M | Hold |
152,121
| – | – | 1.33% | 24 |
|
|
2021
Q2 | $7.97M | Sell |
152,121
-41,953
| -22% | -$2.2M | 0.89% | 31 |
|
|
2021
Q1 | $10M | Buy |
194,074
+3,638
| +2% | +$188K | 1% | 23 |
|
|
2020
Q4 | $9.73M | Sell |
190,436
-90,506
| -32% | -$4.62M | 1.09% | 21 |
|
|
2020
Q3 | $14.3M | Buy |
280,942
+2,082
| +0.7% | +$106K | 1.78% | 20 |
|
|
2020
Q2 | $14M | Sell |
278,860
-230,804
| -45% | -$11.6M | 1.93% | 17 |
|
|
2020
Q1 | $24.8M | Buy |
509,664
+121,382
| +31% | +$5.91M | 4.56% | 8 |
|
|
2019
Q4 | $19.1M | Buy |
388,282
+63,018
| +19% | +$3.11M | 3.51% | 9 |
|
|
2019
Q3 | $16M | Sell |
325,264
-65,923
| -17% | -$3.23M | 4.49% | 7 |
|
|
2019
Q2 | $19.3M | Buy |
391,187
+97,895
| +33% | +$4.83M | 5.95% | 6 |
|
|
2019
Q1 | $14.3M | Buy |
293,292
+71,568
| +32% | +$3.48M | 7.19% | 5 |
|
|
2018
Q4 | $10.6M | Buy |
+221,724
| New | +$10.6M | 8.44% | 4 |
|