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Planning Center Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Planning Center Inc’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
2023
Q4 		– Sell
-4,733
Closed -$224K – 66
2023
Q3 		$224K Hold
4,733
– – 0.06% 58
2023
Q2 		$224K Buy
+4,733
New +$226K 0.06% 65

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Planning Center Inc's VTIP Position: Q4 2023 in Review

Planning Center Inc sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2023, closing a stake of 4,733 shares — an estimated $224K sold.

Planning Center Inc first reported a position in VTIP in Q2 2023 and held it in 2 quarters. The position peaked at $224K in Q2 2023. 761 funds tracked by Wall St. Rank hold VTIP as of Q4 2023.

  • Planning Center Inc reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2023 after selling out during the quarter.
  • Planning Center Inc sold 4,733 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2023, an estimated $224K.
  • Planning Center Inc first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and held it in 2 quarters.
  • Planning Center Inc's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $224K in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2023.

Based on Planning Center Inc's 13F filing for Q4 2023, filed 23 Jan 2024.