Optimum Investment 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
Q1
Sell
-3,374
Closed -$163K 648
2024
Q4
$163K Hold
3,374
0.07% 198
2024
Q3
$166K Hold
3,374
0.07% 208
2024
Q2
$164K Hold
3,374
0.07% 208
2024
Q1
$162K Hold
3,374
0.07% 211
2023
Q4
$160K Buy
+3,374
New +$160K 0.08% 203