New Capital Management’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 | $21K | Hold |
406
| – | – | 0.02% | 93 |
|
2020
Q4 | $21K | Hold |
406
| – | – | 0.01% | 95 |
|
2020
Q3 | $21K | Hold |
406
| – | – | 0.02% | 84 |
|
2020
Q2 | $20K | Hold |
406
| – | – | 0.03% | 83 |
|
2020
Q1 | $20K | Hold |
406
| – | – | 0.04% | 75 |
|
2019
Q4 | $20K | Hold |
406
| – | – | 0.03% | 92 |
|
2019
Q3 | $20K | Hold |
406
| – | – | 0.02% | 90 |
|
2019
Q2 | $20K | Hold |
406
| – | – | 0.04% | 91 |
|
2019
Q1 | $20K | Hold |
406
| – | – | 0.06% | 91 |
|
2018
Q4 | $19K | Buy |
406
+62
| +18% | +$2.9K | 0.03% | 86 |
|
2018
Q3 | $17K | Hold |
344
| – | – | 0.03% | 103 |
|
2018
Q2 | $17K | Hold |
344
| – | – | 0.03% | 102 |
|
2018
Q1 | $17K | Hold |
344
| – | – | 0.04% | 109 |
|
2017
Q4 | $17K | Hold |
344
| – | – | 0.02% | 112 |
|
2017
Q3 | $17K | Hold |
344
| – | – | 0.03% | 108 |
|
2017
Q2 | $17K | Hold |
344
| – | – | 0.03% | 114 |
|
2017
Q1 | $17K | Hold |
344
| – | – | 0.03% | 113 |
|
2016
Q4 | $17K | Buy |
+344
| New | +$17K | 0.02% | 107 |
|