Moser Wealth Advisors’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 | $634K | Buy |
12,620
+1,075
| +9% | +$54K | 0.3% | 58 |
|
|
2025
Q1 | $576K | Hold |
11,545
| – | – | 0.3% | 59 |
|
|
2024
Q4 | $559K | Sell |
11,545
-100
| -0.9% | -$4.84K | 0.29% | 57 |
|
|
2024
Q3 | $574K | Sell |
11,645
-400
| -3% | -$19.7K | 0.3% | 56 |
|
|
2024
Q2 | $585K | Sell |
12,045
-2,555
| -18% | -$124K | 0.32% | 53 |
|
|
2024
Q1 | $699K | Buy |
14,600
+1,200
| +9% | +$57.5K | 0.39% | 48 |
|
|
2023
Q4 | $636K | Sell |
13,400
-2,200
| -14% | -$104K | 0.41% | 47 |
|
|
2023
Q3 | $738K | Sell |
15,600
-150
| -1% | -$7.09K | 0.52% | 43 |
|
|
2023
Q2 | $747K | Buy |
+15,750
| New | +$747K | 0.5% | 47 |
|
|
2022
Q4 | $712K | Buy |
15,240
+550
| +4% | +$25.7K | 0.54% | 47 |
|
|
2022
Q3 | $707K | Buy |
14,690
+700
| +5% | +$33.7K | 0.55% | 45 |
|
|
2022
Q2 | $701K | Sell |
13,990
-475
| -3% | -$23.8K | 0.52% | 49 |
|
|
2022
Q1 | $741K | Hold |
14,465
| – | – | 0.46% | 48 |
|
|
2021
Q4 | $744K | Buy |
14,465
+1,590
| +12% | +$81.8K | 0.45% | 48 |
|
|
2021
Q3 | $677K | Buy |
12,875
+675
| +6% | +$35.5K | 0.43% | 49 |
|
|
2021
Q2 | $639K | Sell |
12,200
-1,450
| -11% | -$75.9K | 0.41% | 50 |
|
|
2021
Q1 | $704K | Sell |
13,650
-1,300
| -9% | -$67K | 0.49% | 44 |
|
|
2020
Q4 | $764K | Buy |
14,950
+1,300
| +10% | +$66.4K | 0.56% | 40 |
|
|
2020
Q3 | $696K | Buy |
13,650
+2,350
| +21% | +$120K | 0.55% | 40 |
|
|
2020
Q2 | $567K | Sell |
11,300
-1,510
| -12% | -$75.8K | 0.54% | 39 |
|
|
2020
Q1 | $624K | Sell |
12,810
-875
| -6% | -$42.6K | 0.72% | 33 |
|
|
2019
Q4 | $674K | Buy |
+13,685
| New | +$674K | 0.65% | 37 |
|