Mutual 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 | $1.13M | Sell |
22,564
-854
| -4% | -$42.7K | 0.03% | 457 |
|
2025
Q1 | $1.17M | Sell |
23,418
-4,532
| -16% | -$227K | 0.03% | 407 |
|
2024
Q4 | $1.36M | Buy |
27,950
+4,308
| +18% | +$210K | 0.04% | 387 |
|
2024
Q3 | $1.15M | Sell |
23,642
-1,715
| -7% | -$83.7K | 0.03% | 438 |
|
2024
Q2 | $1.23M | Buy |
25,357
+1,500
| +6% | +$72.6K | 0.04% | 421 |
|
2024
Q1 | $1.14M | Buy |
23,857
+1,296
| +6% | +$62.1K | 0.04% | 437 |
|
2023
Q4 | $1.07M | Buy |
22,561
+3,690
| +20% | +$175K | 0.04% | 436 |
|
2023
Q3 | $892K | Sell |
18,871
-4,618
| -20% | -$218K | 0.03% | 453 |
|
2023
Q2 | $1.11M | Buy |
23,489
+3,659
| +18% | +$174K | 0.04% | 405 |
|
2023
Q1 | $948K | Sell |
19,830
-2,318
| -10% | -$111K | 0.04% | 439 |
|
2022
Q4 | $1.03M | Sell |
22,148
-11,360
| -34% | -$531K | 0.05% | 400 |
|
2022
Q3 | $1.61M | Buy |
33,508
+610
| +2% | +$29.3K | 0.08% | 237 |
|
2022
Q2 | $1.65M | Sell |
32,898
-3,169
| -9% | -$159K | 0.11% | 219 |
|
2022
Q1 | $1.85M | Sell |
36,067
-2,310
| -6% | -$118K | 0.1% | 227 |
|
2021
Q4 | $1.97M | Buy |
38,377
+6,403
| +20% | +$329K | 0.1% | 230 |
|
2021
Q3 | $1.68M | Sell |
31,974
-93,334
| -74% | -$4.91M | 0.1% | 247 |
|
2021
Q2 | $6.57M | Buy |
125,308
+100,303
| +401% | +$5.26M | 0.39% | 54 |
|
2021
Q1 | $1.29M | Buy |
25,005
+5,458
| +28% | +$281K | 0.09% | 274 |
|
2020
Q4 | $999K | Sell |
19,547
-1,084
| -5% | -$55.4K | 0.07% | 308 |
|
2020
Q3 | $1.05M | Buy |
+20,631
| New | +$1.05M | 0.09% | 240 |
|
2020
Q2 | – | Sell |
-4,342
| Closed | -$212K | – | 677 |
|
2020
Q1 | $212K | Buy |
+4,342
| New | +$212K | 0.03% | 487 |
|
2019
Q3 | – | Sell |
-16,123
| Closed | -$795K | – | 602 |
|
2019
Q2 | $795K | Buy |
+16,123
| New | +$795K | 0.1% | 243 |
|