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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,838
| Closed | -$341K | – | 550 |
|
|
2025
Q1 | $341K | Sell |
6,838
-127
| -2% | -$6.34K | 0.05% | 360 |
|
|
2024
Q4 | $337K | Buy |
6,965
+65
| +0.9% | +$3.15K | 0.05% | 348 |
|
|
2024
Q3 | $340K | Buy |
6,900
+683
| +11% | +$33.7K | 0.05% | 361 |
|
|
2024
Q2 | $302K | Sell |
6,217
-296
| -5% | -$14.4K | 0.04% | 366 |
|
|
2024
Q1 | $312K | Buy |
6,513
+118
| +2% | +$5.65K | 0.05% | 355 |
|
|
2023
Q4 | $304K | Buy |
6,395
+869
| +16% | +$41.3K | 0.06% | 328 |
|
|
2023
Q3 | $261K | Sell |
5,526
-451
| -8% | -$21.3K | 0.05% | 356 |
|
|
2023
Q2 | $283K | Buy |
5,977
+206
| +4% | +$9.77K | 0.05% | 350 |
|
|
2023
Q1 | $276K | Buy |
+5,771
| New | +$276K | 0.06% | 352 |
|
|
2022
Q3 | – | Sell |
-12,947
| Closed | -$649K | – | 1917 |
|
|
2022
Q2 | $649K | Buy |
12,947
+2,384
| +23% | +$120K | 0.13% | 161 |
|
|
2022
Q1 | $541K | Sell |
10,563
-3,875
| -27% | -$198K | 0.1% | 221 |
|
|
2021
Q4 | $742K | Sell |
14,438
-152
| -1% | -$7.81K | 0.12% | 178 |
|
|
2021
Q3 | $767K | Buy |
14,590
+1,778
| +14% | +$93.5K | 0.14% | 166 |
|
|
2021
Q2 | $671K | Buy |
12,812
+5,758
| +82% | +$302K | 0.12% | 181 |
|
|
2021
Q1 | $364K | Buy |
7,054
+713
| +11% | +$36.8K | 0.08% | 250 |
|
|
2020
Q4 | $324K | Buy |
6,341
+1,386
| +28% | +$70.8K | 0.08% | 250 |
|
|
2020
Q3 | $253K | Sell |
4,955
-982
| -17% | -$50.1K | 0.08% | 225 |
|
|
2020
Q2 | $298K | Buy |
5,937
+273
| +5% | +$13.7K | 0.11% | 179 |
|
|
2020
Q1 | $276K | Buy |
5,664
+4,921
| +662% | +$240K | 0.13% | 175 |
|
|
2019
Q4 | $36K | Sell |
743
-19
| -2% | -$921 | 0.01% | 541 |
|
|
2019
Q3 | $37K | Buy |
762
+53
| +7% | +$2.57K | 0.02% | 496 |
|
|
2019
Q2 | $35K | Buy |
709
+9
| +1% | +$444 | 0.02% | 504 |
|
|
2019
Q1 | $34K | Buy |
+700
| New | +$34K | 0.02% | 448 |
|
|
2018
Q4 | – | Sell |
-141
| Closed | -$7K | – | 1278 |
|
|
2018
Q3 | $7K | Buy |
141
+90
| +176% | +$4.47K | ﹤0.01% | 697 |
|
|
2018
Q2 | $2K | Sell |
51
-150
| -75% | -$5.88K | ﹤0.01% | 547 |
|
|
2018
Q1 | $10K | Hold |
201
| – | – | 0.01% | 601 |
|
|
2017
Q4 | $10K | Buy |
201
+57
| +40% | +$2.84K | 0.01% | 596 |
|
|
2017
Q3 | $7K | Buy |
144
+33
| +30% | +$1.6K | 0.01% | 644 |
|
|
2017
Q2 | $5K | Buy |
+111
| New | +$5K | 0.01% | 692 |
|