PSA
Plum Street Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
93,364
+30,857
| +49% | +$1.55M | 2.07% | 14 |
|
|
2025
Q1 | $3.12M | Buy |
62,507
+20,092
| +47% | +$1M | 1.5% | 17 |
|
|
2024
Q4 | $2.05M | Buy |
42,415
+4,080
| +11% | +$198K | 1.01% | 24 |
|
|
2024
Q3 | $1.89M | Buy |
38,335
+1,004
| +3% | +$49.5K | 0.96% | 24 |
|
|
2024
Q2 | $1.81M | Sell |
37,331
-1,004
| -3% | -$48.7K | 1.06% | 22 |
|
|
2024
Q1 | $1.89M | Sell |
38,335
-858
| -2% | -$42.3K | 0.96% | 24 |
|
|
2023
Q4 | $1.86M | Buy |
+39,193
| New | +$1.86M | 1.24% | 19 |
|