PFM
Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.43M | Sell |
29,840
-7,841
| -21% | -$375K | 0.06% | 147 |
|
|
2022
Q4 | $1.76M | Sell |
37,681
-39,323
| -51% | -$1.84M | 0.08% | 140 |
|
|
2022
Q3 | $3.71M | Sell |
77,004
-163
| -0.2% | -$7.84K | 0.19% | 95 |
|
|
2022
Q2 | $3.87M | Sell |
77,167
-498
| -0.6% | -$25K | 0.19% | 89 |
|
|
2022
Q1 | $3.98M | Sell |
77,665
-631
| -0.8% | -$32.3K | 0.17% | 97 |
|
|
2021
Q4 | $4.02M | Buy |
78,296
+79
| +0.1% | +$4.06K | 0.17% | 96 |
|
|
2021
Q3 | $4.09M | Sell |
78,217
-291
| -0.4% | -$15.2K | 0.17% | 90 |
|
|
2021
Q2 | $4.12M | Sell |
78,508
-3,450
| -4% | -$181K | 0.19% | 84 |
|
|
2021
Q1 | $4.22M | Sell |
81,958
-2,612
| -3% | -$135K | 0.22% | 79 |
|
|
2020
Q4 | $4.32M | Buy |
84,570
+5,958
| +8% | +$304K | 0.23% | 77 |
|
|
2020
Q3 | $4.01M | Sell |
78,612
-775
| -1% | -$39.5K | 0.24% | 77 |
|
|
2020
Q2 | $3.98M | Sell |
79,387
-10,596
| -12% | -$532K | 0.25% | 80 |
|
|
2020
Q1 | $4.38M | Buy |
+89,983
| New | +$4.38M | 0.33% | 70 |
|