Petix & Botte Financial’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 | $205K | Buy |
+4,075
| New | +$205K | 0.05% | 128 |
|
|
2024
Q3 | – | Sell |
-6,450
| Closed | -$313K | – | 127 |
|
|
2024
Q2 | $313K | Sell |
6,450
-4,525
| -41% | -$220K | 0.09% | 92 |
|
|
2024
Q1 | $526K | Buy |
10,975
+1,345
| +14% | +$64.4K | 0.13% | 92 |
|
|
2023
Q4 | $457K | Sell |
9,630
-5,056
| -34% | -$240K | 0.13% | 71 |
|
|
2023
Q3 | $694K | Sell |
14,686
-32
| -0.2% | -$1.51K | 0.22% | 54 |
|
|
2023
Q2 | $698K | Buy |
14,718
+7,217
| +96% | +$342K | 0.22% | 55 |
|
|
2023
Q1 | $359K | Buy |
+7,501
| New | +$359K | 0.24% | 54 |
|
|
2022
Q3 | $375K | Buy |
7,805
+26
| +0.3% | +$1.25K | 0.29% | 51 |
|
|
2022
Q2 | $390K | Sell |
7,779
-7,743
| -50% | -$388K | 0.29% | 49 |
|
|
2022
Q1 | $795K | Buy |
15,522
+6,381
| +70% | +$327K | 0.25% | 55 |
|
|
2021
Q4 | $470K | Sell |
9,141
-11,763
| -56% | -$605K | 0.3% | 51 |
|
|
2021
Q3 | $1.1M | Buy |
20,904
+9,443
| +82% | +$497K | 0.37% | 43 |
|
|
2021
Q2 | $601K | Sell |
11,461
-214
| -2% | -$11.2K | 0.42% | 43 |
|
|
2021
Q1 | $602K | Buy |
11,675
+3
| +0% | +$155 | 0.44% | 41 |
|
|
2020
Q4 | $596K | Buy |
11,672
+1,362
| +13% | +$69.5K | 0.45% | 41 |
|
|
2020
Q3 | $525K | Sell |
10,310
-13,790
| -57% | -$702K | 0.42% | 42 |
|
|
2020
Q2 | $607K | Buy |
24,100
+10,618
| +79% | +$267K | 0.5% | 39 |
|
|
2020
Q1 | $657K | Sell |
13,482
-981
| -7% | -$47.8K | 0.64% | 32 |
|
|
2019
Q4 | $710K | Buy |
+14,463
| New | +$710K | 0.56% | 41 |
|