Petra Financial Advisors’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 | $265K | Buy |
5,267
+254
| +5% | +$12.8K | 0.17% | 124 |
|
|
2025
Q1 | $250K | Sell |
5,013
-57
| -1% | -$2.84K | 0.21% | 106 |
|
|
2024
Q4 | $245K | Sell |
5,070
-103
| -2% | -$4.99K | 0.17% | 122 |
|
|
2024
Q3 | $255K | Buy |
5,173
+215
| +4% | +$10.6K | 0.17% | 119 |
|
|
2024
Q2 | $241K | Buy |
4,958
+411
| +9% | +$20K | 0.17% | 112 |
|
|
2024
Q1 | $216K | Hold |
4,547
| – | – | 0.16% | 116 |
|
|
2023
Q4 | $216K | Sell |
4,547
-395
| -8% | -$18.8K | 0.18% | 107 |
|
|
2023
Q3 | $234K | Buy |
+4,942
| New | +$234K | 0.19% | 111 |
|
|
2023
Q2 | – | Sell |
-5,119
| Closed | -$245K | – | 128 |
|
|
2023
Q1 | $245K | Buy |
5,119
+62
| +1% | +$2.97K | 0.24% | 69 |
|
|
2022
Q4 | $236K | Buy |
+5,057
| New | +$236K | 0.26% | 83 |
|