PFA
Paradigm Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.01M | Buy |
39,112
+6,721
| +21% | +$345K | 0.44% | 53 |
|
|
2021
Q3 | $1.7M | Buy |
32,391
+4,822
| +17% | +$254K | 0.39% | 58 |
|
|
2021
Q2 | $1.45M | Buy |
27,569
+12,354
| +81% | +$648K | 0.32% | 65 |
|
|
2021
Q1 | $784K | Buy |
+15,215
| New | +$784K | 0.19% | 93 |
|
|
2014
Q2 | – | Sell |
-3,327
| Closed | -$164K | – | 224 |
|
|
2014
Q1 | $164K | Buy |
3,327
+2,504
| +304% | +$123K | 0.15% | 82 |
|
|
2013
Q4 | $41K | Buy |
+823
| New | +$41K | 0.04% | 151 |
|