Pacific Capital 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
Q1 | – | Sell |
-250
| Closed | -$12.1K | – | 377 |
|
|
2024
Q4 | $12.1K | Sell |
250
-130
| -34% | -$6.3K | ﹤0.01% | 257 |
|
|
2024
Q3 | $18.7K | Buy |
380
+130
| +52% | +$6.41K | ﹤0.01% | 249 |
|
|
2024
Q2 | $12.1K | Hold |
250
| – | – | ﹤0.01% | 293 |
|
|
2024
Q1 | $12K | Sell |
250
-510
| -67% | -$24.4K | ﹤0.01% | 218 |
|
|
2023
Q4 | $36.1K | Sell |
760
-63,978
| -99% | -$3.04M | 0.01% | 153 |
|
|
2023
Q3 | $3.06M | Sell |
64,738
-21,101
| -25% | -$998K | 0.86% | 22 |
|
|
2023
Q2 | $4.07M | Sell |
85,839
-8,441
| -9% | -$400K | 1.03% | 23 |
|
|
2023
Q1 | $4.51M | Sell |
94,280
-29,911
| -24% | -$1.43M | 1.16% | 23 |
|
|
2022
Q4 | $5.8M | Sell |
124,191
-6,830
| -5% | -$319K | 1.5% | 17 |
|
|
2022
Q3 | $6.3M | Buy |
131,021
+364
| +0.3% | +$17.5K | 1.72% | 15 |
|
|
2022
Q2 | $6.55M | Buy |
130,657
+82
| +0.1% | +$4.11K | 1.81% | 16 |
|
|
2022
Q1 | $6.69M | Buy |
130,575
+948
| +0.7% | +$48.5K | 1.91% | 13 |
|
|
2021
Q4 | $6.66M | Buy |
129,627
+10,352
| +9% | +$532K | 1.92% | 13 |
|
|
2021
Q3 | $6.27M | Buy |
119,275
+115,454
| +3,022% | +$6.07M | 1.99% | 13 |
|
|
2021
Q2 | $200K | Buy |
+3,821
| New | +$200K | 0.1% | 77 |
|