Nikulski Financial’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
Q2 | – | Sell |
-19,158
| Closed | -$917K | – | 133 |
|
|
2024
Q1 | $917K | Sell |
19,158
-625
| -3% | -$29.9K | 0.3% | 75 |
|
|
2023
Q4 | $940K | Sell |
19,783
-1,850
| -9% | -$87.9K | 0.34% | 74 |
|
|
2023
Q3 | $1.02M | Sell |
21,633
-2,337
| -10% | -$110K | 0.42% | 59 |
|
|
2023
Q2 | $1.14M | Sell |
23,970
-3,015
| -11% | -$143K | 0.47% | 52 |
|
|
2023
Q1 | $1.29M | Sell |
26,985
-1,490
| -5% | -$71.3K | 0.57% | 45 |
|
|
2022
Q4 | $1.33M | Buy |
28,475
+175
| +0.6% | +$8.17K | 0.63% | 43 |
|
|
2022
Q3 | $1.36M | Sell |
28,300
-75
| -0.3% | -$3.61K | 0.7% | 41 |
|
|
2022
Q2 | $1.42M | Buy |
28,375
+535
| +2% | +$26.8K | 0.71% | 39 |
|
|
2022
Q1 | $1.43M | Sell |
27,840
-785
| -3% | -$40.2K | 0.6% | 41 |
|
|
2021
Q4 | $1.47M | Buy |
28,625
+600
| +2% | +$30.8K | 0.62% | 42 |
|
|
2021
Q3 | $1.47M | Buy |
28,025
+6,975
| +33% | +$367K | 0.68% | 42 |
|
|
2021
Q2 | $1.1M | Buy |
21,050
+10,834
| +106% | +$566K | 0.51% | 52 |
|
|
2021
Q1 | $527K | Buy |
10,216
+3,251
| +47% | +$168K | 0.27% | 74 |
|
|
2020
Q4 | $356K | Buy |
6,965
+1,390
| +25% | +$71K | 0.2% | 87 |
|
|
2020
Q3 | $284K | Buy |
+5,575
| New | +$284K | 0.18% | 93 |
|