Perigon Wealth Management’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
Q3 | $16.7M | Buy |
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|
2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $7.6M | Buy |
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|
2024
Q3 | $7.55M | Sell |
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|
2024
Q2 | $7.67M | Sell |
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|
2024
Q1 | $8.39M | Buy |
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|
2023
Q4 | $7.72M | Sell |
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|
2023
Q3 | $7.95M | Sell |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $766K | Sell |
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|
2020
Q3 | $820K | Sell |
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|
2020
Q2 | $915K | Buy |
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|
2020
Q1 | $904K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
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