North Ridge Wealth 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
$7.62M Buy
151,599
+5,110
+3% +$257K 4.68% 7
2025
Q1
$7.31M Buy
146,489
+6,146
+4% +$307K 4.88% 7
2024
Q4
$6.8M Buy
140,343
+3,369
+2% +$163K 4.7% 7
2024
Q3
$6.75M Buy
136,974
+4,783
+4% +$236K 4.59% 7
2024
Q2
$6.42M Buy
132,191
+5,924
+5% +$288K 4.87% 7
2024
Q1
$6.05M Buy
126,267
+9,329
+8% +$447K 4.69% 7
2023
Q4
$5.55M Buy
116,938
+5,089
+5% +$242K 4.62% 7
2023
Q3
$5.29M Buy
111,849
+2,891
+3% +$137K 5.15% 7
2023
Q2
$5.17M Buy
108,958
+4,699
+5% +$223K 4.94% 7
2023
Q1
$4.99M Buy
+104,259
New +$4.99M 4.99% 7