Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-63,183
| Closed | -$3.06M | – | 608 |
|
|
2018
Q3 | $3.06M | Sell |
63,183
-219
| -0.3% | -$10.6K | 1.4% | 9 |
|
|
2018
Q2 | $3.1M | Buy |
63,402
+379
| +0.6% | +$18.5K | 1.45% | 9 |
|
|
2018
Q1 | $3.08M | Buy |
+63,023
| New | +$3.08M | 1.42% | 12 |
|
|
2017
Q4 | – | Sell |
-62,079
| Closed | -$3.07M | – | 641 |
|
|
2017
Q3 | $3.07M | Hold |
62,079
| – | – | 1.49% | 10 |
|
|
2017
Q2 | $3.06M | Sell |
62,079
-14,968
| -19% | -$737K | 1.46% | 12 |
|
|
2017
Q1 | $3.81M | Hold |
77,047
| – | – | 1.85% | 10 |
|
|
2016
Q4 | $3.79M | Buy |
+77,047
| New | +$3.79M | 1.88% | 12 |
|