MIM
MTM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,638
| Closed | -$789K | – | 265 |
|
|
2023
Q2 | $789K | Buy |
16,638
+109
| +0.7% | +$5.17K | 0.39% | 73 |
|
|
2023
Q1 | $790K | Buy |
16,529
+617
| +4% | +$29.5K | 0.41% | 69 |
|
|
2022
Q4 | $743K | Sell |
15,912
-3,328
| -17% | -$155K | 0.39% | 76 |
|
|
2022
Q3 | $926K | Buy |
19,240
+1,561
| +9% | +$75.1K | 0.53% | 59 |
|
|
2022
Q2 | $881K | Sell |
17,679
-151
| -0.8% | -$7.53K | 0.48% | 63 |
|
|
2022
Q1 | $913K | Buy |
17,830
+4,586
| +35% | +$235K | 0.44% | 64 |
|
|
2021
Q4 | $681K | Buy |
13,244
+5,375
| +68% | +$276K | 0.32% | 91 |
|
|
2021
Q3 | $414K | Buy |
+7,869
| New | +$414K | 0.22% | 105 |
|