MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,542
| Closed | -$232K | – | 640 |
|
|
2020
Q4 | $232K | Sell |
4,542
-69
| -1% | -$3.52K | 0.1% | 70 |
|
|
2020
Q3 | $235K | Buy |
4,611
+164
| +4% | +$8.36K | 0.12% | 65 |
|
|
2020
Q2 | $223K | Sell |
4,447
-2,720
| -38% | -$136K | 0.12% | 64 |
|
|
2020
Q1 | $349K | Buy |
7,167
+827
| +13% | +$40.3K | 0.27% | 35 |
|
|
2019
Q4 | $312K | Buy |
6,340
+92
| +1% | +$4.53K | 0.18% | 49 |
|
|
2019
Q3 | $306K | Sell |
6,248
-320
| -5% | -$15.7K | 0.2% | 48 |
|
|
2019
Q2 | $323K | Buy |
6,568
+108
| +2% | +$5.31K | 0.21% | 46 |
|
|
2019
Q1 | $314K | Sell |
6,460
-1,394
| -18% | -$67.8K | 0.21% | 45 |
|
|
2018
Q4 | $376K | Sell |
7,854
-138
| -2% | -$6.61K | 0.27% | 40 |
|
|
2018
Q3 | $384K | Buy |
7,992
+161
| +2% | +$7.74K | 0.24% | 39 |
|
|
2018
Q2 | $383K | Buy |
7,831
+185
| +2% | +$9.05K | 0.39% | 36 |
|
|
2018
Q1 | $374K | Buy |
7,646
+589
| +8% | +$28.8K | 0.26% | 41 |
|
|
2017
Q4 | $345K | Sell |
7,057
-245
| -3% | -$12K | 0.24% | 49 |
|
|
2017
Q3 | $361K | Buy |
7,302
+30
| +0.4% | +$1.48K | 0.26% | 45 |
|
|
2017
Q2 | $359K | Buy |
+7,272
| New | +$359K | 0.24% | 48 |
|