PP
Prosperity Planning’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 | – | Hold |
0
| – | – | – | 5 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5 |
|
|
2024
Q3 | – | Sell |
-260,115
| Closed | -$12.6M | – | 6 |
|
|
2024
Q2 | $12.6M | Buy |
+260,115
| New | +$12.6M | 4.32% | 6 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7 |
|
|
2023
Q1 | – | Sell |
-184,808
| Closed | -$8.28M | – | 6 |
|
|
2022
Q4 | $8.28M | Hold |
184,808
| – | – | 4.09% | 8 |
|
|
2022
Q3 | $8.89M | Buy |
184,808
+15,973
| +9% | +$768K | 4.64% | 5 |
|
|
2022
Q2 | $9.66M | Hold |
168,835
| – | – | 4.94% | 5 |
|
|
2022
Q1 | $9.34M | Hold |
168,835
| – | – | 4.57% | 6 |
|
|
2021
Q4 | $8.68M | Buy |
168,835
+14,746
| +10% | +$758K | 4.4% | 6 |
|
|
2021
Q3 | $8.1M | Buy |
154,089
+3,629
| +2% | +$191K | 4.42% | 6 |
|
|
2021
Q2 | $7.89M | Buy |
+150,460
| New | +$7.89M | 4.89% | 5 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4 |
|