NewEdge 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 | $8.87M | Buy |
176,527
+82,056
| +87% | +$4.12M | 0.05% | 395 |
|
2025
Q1 | $4.71M | Buy |
94,471
+3,791
| +4% | +$189K | 0.03% | 524 |
|
2024
Q4 | $4.39M | Buy |
90,680
+31,046
| +52% | +$1.5M | 0.03% | 541 |
|
2024
Q3 | $2.94M | Buy |
59,634
+5,414
| +10% | +$267K | 0.02% | 651 |
|
2024
Q2 | $2.63M | Buy |
54,220
+12,210
| +29% | +$593K | 0.02% | 650 |
|
2024
Q1 | $2.01M | Sell |
42,010
-1,960
| -4% | -$93.9K | 0.02% | 687 |
|
2023
Q4 | $2.09M | Buy |
43,970
+13,729
| +45% | +$652K | 0.02% | 641 |
|
2023
Q3 | $1.43M | Buy |
30,241
+3,046
| +11% | +$144K | 0.02% | 714 |
|
2023
Q2 | $1.29M | Sell |
27,195
-3,566
| -12% | -$169K | 0.01% | 754 |
|
2023
Q1 | $1.47M | Sell |
30,761
-3,887
| -11% | -$186K | 0.02% | 635 |
|
2022
Q4 | $1.58M | Buy |
34,648
+1,542
| +5% | +$70.4K | 0.04% | 374 |
|
2022
Q3 | $1.59M | Sell |
33,106
-6,064
| -15% | -$292K | 0.03% | 486 |
|
2022
Q2 | $1.96M | Buy |
39,170
+6,936
| +22% | +$348K | 0.03% | 442 |
|
2022
Q1 | $1.65M | Sell |
32,234
-26,701
| -45% | -$1.37M | 0.03% | 473 |
|
2021
Q4 | $3.03M | Buy |
58,935
+36,377
| +161% | +$1.87M | 0.05% | 340 |
|
2021
Q3 | $1.19M | Buy |
+22,558
| New | +$1.19M | 0.03% | 466 |
|
2020
Q4 | – | Sell |
-4,839
| Closed | -$247K | – | 1079 |
|
2020
Q3 | $247K | Buy |
+4,839
| New | +$247K | 0.01% | 770 |
|
2017
Q3 | – | Sell |
-2,315
| Closed | -$114K | – | 1113 |
|
2017
Q2 | $114K | Buy |
+2,315
| New | +$114K | 0.02% | 389 |
|