Oak Harvest Investment Services’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 | $1.33M | Buy |
26,540
+3,205
| +14% | +$161K | 0.17% | 103 |
|
|
2025
Q1 | $1.16M | Buy |
23,335
+4,078
| +21% | +$203K | 0.16% | 94 |
|
|
2024
Q4 | $932K | Buy |
19,257
+3,276
| +20% | +$159K | 0.13% | 103 |
|
|
2024
Q3 | $788K | Buy |
15,981
+3,897
| +32% | +$192K | 0.11% | 97 |
|
|
2024
Q2 | $587K | Buy |
12,084
+2,658
| +28% | +$129K | 0.09% | 94 |
|
|
2024
Q1 | $451K | Buy |
9,426
+1,137
| +14% | +$54.5K | 0.07% | 99 |
|
|
2023
Q4 | $394K | Buy |
8,289
+2,923
| +54% | +$139K | 0.08% | 97 |
|
|
2023
Q3 | $254K | Buy |
+5,366
| New | +$254K | 0.05% | 99 |
|
|
2023
Q2 | – | Sell |
-11,439
| Closed | -$547K | – | 123 |
|
|
2023
Q1 | $547K | Buy |
11,439
+2,497
| +28% | +$119K | 0.13% | 82 |
|
|
2022
Q4 | $418K | Buy |
8,942
+371
| +4% | +$17.3K | 0.11% | 73 |
|
|
2022
Q3 | $412K | Buy |
8,571
+117
| +1% | +$5.62K | 0.11% | 71 |
|
|
2022
Q2 | $424K | Sell |
8,454
-83
| -1% | -$4.16K | 0.11% | 68 |
|
|
2022
Q1 | $437K | Buy |
8,537
+1,113
| +15% | +$57K | 0.11% | 65 |
|
|
2021
Q4 | $382K | Buy |
7,424
+292
| +4% | +$15K | 0.09% | 67 |
|
|
2021
Q3 | $375K | Buy |
7,132
+65
| +0.9% | +$3.42K | 0.11% | 65 |
|
|
2021
Q2 | $370K | Hold |
7,067
| – | – | 0.12% | 66 |
|
|
2021
Q1 | $364K | Buy |
7,067
+13
| +0.2% | +$670 | 0.14% | 65 |
|
|
2020
Q4 | $360K | Buy |
+7,054
| New | +$360K | 0.15% | 60 |
|