MFP
Mosaic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $10.2M | Buy |
208,775
+7,136
| +4% | +$349K | 6.69% | 3 |
|
|
2018
Q1 | $9.86M | Sell |
201,639
-53,417
| -21% | -$2.61M | 5.97% | 3 |
|
|
2017
Q4 | $12.5M | Buy |
255,056
+5,665
| +2% | +$277K | 7.15% | 2 |
|
|
2017
Q3 | $12.3M | Buy |
249,391
+2,231
| +0.9% | +$110K | 7.59% | 2 |
|
|
2017
Q2 | $12.2M | Sell |
247,160
-43,021
| -15% | -$2.12M | 7.6% | 2 |
|
|
2017
Q1 | $14.4M | Buy |
290,181
+6,458
| +2% | +$319K | 9.06% | 2 |
|
|
2016
Q4 | $13.9M | Buy |
283,723
+3,924
| +1% | +$193K | 8.93% | 2 |
|
|
2016
Q3 | $13.9M | Buy |
279,799
+3,751
| +1% | +$186K | 8.47% | 2 |
|
|
2016
Q2 | $13.7M | Buy |
276,048
+6,364
| +2% | +$315K | 8.43% | 2 |
|
|
2016
Q1 | $13.3M | Sell |
269,684
-11,278
| -4% | -$554K | 8.47% | 2 |
|
|
2015
Q4 | $13.6M | Buy |
280,962
+18,826
| +7% | +$910K | 8.72% | 3 |
|
|
2015
Q3 | $12.7M | Sell |
262,136
-4,292
| -2% | -$208K | 8.09% | 3 |
|
|
2015
Q2 | $13M | Buy |
266,428
+4,433
| +2% | +$216K | 8.92% | 1 |
|
|
2015
Q1 | $12.7M | Buy |
261,995
+12,526
| +5% | +$607K | 8.68% | 1 |
|
|
2014
Q4 | $12M | Buy |
249,469
+9,252
| +4% | +$446K | 8.17% | 1 |
|
|
2014
Q3 | $11.9M | Buy |
240,217
+26,461
| +12% | +$1.31M | 8.36% | 3 |
|
|
2014
Q2 | $10.7M | Buy |
213,756
+42,456
| +25% | +$2.13M | 7.33% | 3 |
|
|
2014
Q1 | $8.45M | Buy |
171,300
+130,180
| +317% | +$6.42M | 6.04% | 6 |
|
|
2013
Q4 | $2.03M | Buy |
41,120
+1,461
| +4% | +$72.1K | 1.48% | 20 |
|
|
2013
Q3 | $1.96M | Buy |
39,659
+13,478
| +51% | +$666K | 1.52% | 20 |
|
|
2013
Q2 | $1.29M | Buy |
+26,181
| New | +$1.29M | 1% | 26 |
|