Partners in Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,148
| Closed | -$201K | – | 110 |
|
|
2024
Q2 | $201K | Buy |
+4,148
| New | +$201K | 0.04% | 104 |
|
|
2024
Q1 | – | Sell |
-7,073
| Closed | -$336K | – | 106 |
|
|
2023
Q4 | $336K | Buy |
7,073
+144
| +2% | +$6.84K | 0.08% | 75 |
|
|
2023
Q3 | $328K | Buy |
6,929
+51
| +0.7% | +$2.41K | 0.08% | 76 |
|
|
2023
Q2 | $326K | Buy |
6,878
+4
| +0.1% | +$190 | 0.08% | 73 |
|
|
2023
Q1 | $329K | Hold |
6,874
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $321K | Buy |
6,874
+161
| +2% | +$7.52K | 0.09% | 70 |
|
|
2022
Q3 | $320K | Sell |
6,713
-83
| -1% | -$3.95K | 0.09% | 69 |
|
|
2022
Q2 | $336K | Buy |
6,796
+90
| +1% | +$4.44K | 0.11% | 70 |
|
|
2022
Q1 | $340K | Buy |
6,706
+270
| +4% | +$13.7K | 0.11% | 65 |
|
|
2021
Q4 | $327K | Buy |
6,436
+223
| +4% | +$11.3K | 0.1% | 68 |
|
|
2021
Q3 | $327K | Buy |
6,213
+57
| +0.9% | +$3K | 0.1% | 68 |
|
|
2021
Q2 | $323K | Buy |
+6,156
| New | +$323K | 0.1% | 66 |
|