Perigon Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Perigon Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Buy	387,222 +59,675	+18%	+$2.97M	0.35%	62
2025 Q4	$16.2M	Sell	327,547 -1,629	-0.5%	-$81.5K	0.29%	70
2025 Q3	$16.7M	Buy	329,176 +28,634	+10%	+$1.44M	0.34%	59
2025 Q2	$15.1M	Buy	300,542 +64,789	+27%	+$3.24M	0.35%	57
2025 Q1	$11.8M	Buy	235,753 +79,786	+51%	+$3.92M	0.3%	69
2024 Q4	$7.6M	Buy	155,967 +2,801	+2%	+$137K	0.19%	114
2024 Q3	$7.55M	Sell	153,166 -4,950	-3%	-$241K	0.2%	113
2024 Q2	$7.67M	Sell	158,116 -17,161	-10%	-$825K	0.22%	91
2024 Q1	$8.39M	Buy	175,277 +12,805	+8%	+$610K	0.25%	84
2023 Q4	$7.72M	Sell	162,472 -5,676	-3%	-$269K	0.25%	82
2023 Q3	$7.95M	Sell	168,148 -44,632	-21%	-$2.11M	0.32%	71
2023 Q2	$10.1M	Buy	212,780 +157,070	+282%	+$7.49M	0.4%	59
2023 Q1	$2.66M	Buy	55,710 +23,380	+72%	+$1.1M	0.15%	142
2022 Q4	$1.51M	Buy	32,330 +5,469	+20%	+$261K	0.09%	202
2022 Q3	$1.29M	Sell	26,861 -10,399	-28%	-$515K	0.11%	172
2022 Q2	$1.87M	Buy	37,260 +10,522	+39%	+$532K	0.16%	134
2022 Q1	$1.37M	Sell	26,738 -2,550	-9%	-$131K	0.1%	188
2021 Q4	$1.5M	Buy	29,288 +2,388	+9%	+$124K	0.11%	170
2021 Q3	$1.41M	Buy	26,900 +1,178	+5%	+$61.8K	0.12%	154
2021 Q2	$1.35M	Sell	25,722 -3,545	-12%	-$185K	0.12%	153
2021 Q1	$1.51M	Buy	29,267 +14,283	+95%	+$734K	0.15%	126
2020 Q4	$766K	Sell	14,984 -1,089	-7%	-$55.4K	0.09%	184
2020 Q3	$820K	Sell	16,073 -2,173	-12%	-$110K	0.12%	144
2020 Q2	$915K	Buy	18,246 +5	+0%	+$248	0.15%	115
2020 Q1	$904K	Buy	+18,241	New	+$896K	0.17%	108
2017 Q4	–	Sell	-12	Closed	-$1K	–	676
2017 Q3	$1K	Sell	12 -36	-75%	-$1.78K	﹤0.01%	633
2017 Q2	$2K	Hold	48	–	–	﹤0.01%	566
2017 Q1	$2K	Hold	48	–	–	﹤0.01%	600
2016 Q4	$2K	Hold	48	–	–	﹤0.01%	684
2016 Q3	$2K	Hold	48	–	–	﹤0.01%	606
2016 Q2	$2K	Buy	+48	New	+$2.36K	﹤0.01%	427