Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $330K | Sell |
6,460
-676
| -9% | -$34.5K | 0.1% | 162 |
|
|
2020
Q2 | $358K | Buy |
7,136
+42
| +0.6% | +$2.11K | 0.14% | 128 |
|
|
2020
Q1 | $346K | Buy |
7,094
+2,055
| +41% | +$100K | 0.16% | 115 |
|
|
2019
Q4 | $248K | Sell |
5,039
-3,914
| -44% | -$193K | 0.09% | 174 |
|
|
2019
Q3 | $439K | Buy |
8,953
+3,931
| +78% | +$193K | 0.16% | 113 |
|
|
2019
Q2 | $248K | Sell |
5,022
-996
| -17% | -$49.2K | 0.1% | 176 |
|
|
2019
Q1 | $293K | Sell |
6,018
-19
| -0.3% | -$925 | 0.12% | 151 |
|
|
2018
Q4 | $289K | Sell |
6,037
-5,952
| -50% | -$285K | 0.14% | 142 |
|
|
2018
Q3 | $580K | Buy |
11,989
+68
| +0.6% | +$3.29K | 0.23% | 93 |
|
|
2018
Q2 | $582K | Buy |
+11,921
| New | +$582K | 0.27% | 79 |
|