Paladin Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-565
| Closed | -$26.7K | – | 260 |
|
|
2023
Q3 | $26.7K | Hold |
565
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $26.8K | Sell |
565
-9,109
| -94% | -$432K | 0.02% | 183 |
|
|
2023
Q1 | $463K | Buy |
+9,674
| New | +$463K | 0.38% | 51 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 251 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 256 |
|
|
2022
Q2 | – | Sell |
-1,413
| Closed | -$71K | – | 257 |
|
|
2022
Q1 | $71K | Buy |
+1,413
| New | +$71K | 0.06% | 148 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 249 |
|