Peninsula Wealth’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
Q1 | – | Sell |
-5,609
| Closed | -$266K | – | 97 |
|
|
2023
Q4 | $266K | Hold |
5,609
| – | – | 0.06% | 81 |
|
|
2023
Q3 | $264K | Hold |
5,609
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $266K | Hold |
5,609
| – | – | 0.07% | 67 |
|
|
2023
Q1 | $268K | Hold |
5,609
| – | – | 0.08% | 64 |
|
|
2022
Q4 | $262K | Hold |
5,609
| – | – | 0.08% | 62 |
|
|
2022
Q3 | $270K | Hold |
5,609
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $281K | Hold |
5,609
| – | – | 0.1% | 51 |
|
|
2022
Q1 | $287K | Hold |
5,609
| – | – | 0.08% | 54 |
|
|
2021
Q4 | $288K | Buy |
+5,609
| New | +$288K | 0.08% | 56 |
|
|
2020
Q4 | – | Sell |
-5,609
| Closed | -$286K | – | 54 |
|
|
2020
Q3 | $286K | Buy |
+5,609
| New | +$286K | 0.12% | 44 |
|