Patriot Financial Group Insurance Agency’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $341K | Sell |
|
|||||
|
2024
Q4 | $337K | Buy |
|
|||||
|
2024
Q3 | $340K | Buy |
|
|||||
|
2024
Q2 | $302K | Sell |
|
|||||
|
2024
Q1 | $312K | Buy |
|
|||||
|
2023
Q4 | $304K | Buy |
|
|||||
|
2023
Q3 | $261K | Sell |
|
|||||
|
2023
Q2 | $283K | Buy |
|
|||||
|
2023
Q1 | $276K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $649K | Buy |
|
|||||
|
2022
Q1 | $541K | Sell |
|
|||||
|
2021
Q4 | $742K | Sell |
|
|||||
|
2021
Q3 | $767K | Buy |
|
|||||
|
2021
Q2 | $671K | Buy |
|
|||||
|
2021
Q1 | $364K | Buy |
|
|||||
|
2020
Q4 | $324K | Buy |
|
|||||
|
2020
Q3 | $253K | Sell |
|
|||||
|
2020
Q2 | $298K | Buy |
|
|||||
|
2020
Q1 | $276K | Buy |
|
|||||
|
2019
Q4 | $36K | Sell |
|
|||||
|
2019
Q3 | $37K | Buy |
|
|||||
|
2019
Q2 | $35K | Buy |
|
|||||
|
2019
Q1 | $34K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $7K | Buy |
|
|||||
|
2018
Q2 | $2K | Sell |
|
|||||
|
2018
Q1 | $10K | Hold |
|
|||||
|
2017
Q4 | $10K | Buy |
|
|||||
|
2017
Q3 | $7K | Buy |
|
|||||
|
2017
Q2 | $5K | Buy |
|