Plante Moran 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 | $2.31K | Buy |
+46
| New | +$2.31K | ﹤0.01% | 666 |
|
2025
Q1 | – | Sell |
-752
| Closed | -$36.4K | – | 989 |
|
2024
Q4 | $36.4K | Buy |
+752
| New | +$36.4K | ﹤0.01% | 395 |
|
2024
Q2 | – | Sell |
-8
| Closed | -$383 | – | 911 |
|
2024
Q1 | $383 | Buy |
+8
| New | +$383 | ﹤0.01% | 808 |
|
2023
Q2 | – | Sell |
-4
| Closed | -$191 | – | 906 |
|
2023
Q1 | $191 | Buy |
+4
| New | +$191 | ﹤0.01% | 764 |
|
2022
Q4 | – | Sell |
-2,320
| Closed | -$112K | – | 985 |
|
2022
Q3 | $112K | Sell |
2,320
-929
| -29% | -$44.8K | 0.02% | 199 |
|
2022
Q2 | $163K | Buy |
+3,249
| New | +$163K | 0.03% | 168 |
|
2021
Q4 | – | Sell |
-415
| Closed | -$22K | – | 1122 |
|
2021
Q3 | $22K | Buy |
+415
| New | +$22K | ﹤0.01% | 544 |
|
2021
Q2 | – | Sell |
-66
| Closed | -$3K | – | 1121 |
|
2021
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 883 |
|
2020
Q2 | – | Sell |
-175
| Closed | -$9K | – | 885 |
|
2020
Q1 | $9K | Buy |
+175
| New | +$9K | ﹤0.01% | 513 |
|
2017
Q2 | – | Sell |
-151
| Closed | -$7K | – | 908 |
|
2017
Q1 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 657 |
|