Perennial Investment Advisors’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
$304K Buy
2025
Q1
$255K Buy
2023
Q1
Sell
2022
Q4
$510K Sell
2022
Q3
$2.3M Sell
2022
Q2
$2.48M Buy
2022
Q1
$2.5M Sell
2021
Q4
$2.59M Buy
2021
Q3
$2.62M Sell
2021
Q2
$2.83M Buy
2021
Q1
$2.61M Sell
2020
Q4
$3.03M Sell
2020
Q3
$4.97M Buy
2020
Q2
$2.06M Sell
2020
Q1
$2.4M Buy
2019
Q4
$498K Buy