New Potomac Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $547K | Hold |
11,100
| – | – | 0.28% | 66 |
|
2024
Q2 | $539K | Buy |
11,100
+800
| +8% | +$38.8K | 0.29% | 62 |
|
2024
Q1 | $493K | Buy |
10,300
+200
| +2% | +$9.58K | 0.27% | 66 |
|
2023
Q4 | $480K | Hold |
10,100
| – | – | 0.29% | 69 |
|
2023
Q3 | $478K | Sell |
10,100
-400
| -4% | -$18.9K | 0.33% | 62 |
|
2023
Q2 | $498K | Hold |
10,500
| – | – | 0.33% | 61 |
|
2023
Q1 | $502K | Buy |
+10,500
| New | +$502K | 0.35% | 58 |
|