PMA
Prudent Man 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,462
| Closed | -$259K | – | 194 |
|
|
2023
Q4 | $259K | Hold |
5,462
| – | – | 0.1% | 144 |
|
|
2023
Q3 | $258K | Hold |
5,462
| – | – | 0.1% | 148 |
|
|
2023
Q2 | $259K | Hold |
5,462
| – | – | 0.1% | 151 |
|
|
2023
Q1 | $261K | Sell |
5,462
-1,050
| -16% | -$50.2K | 0.1% | 149 |
|
|
2022
Q4 | $304K | Hold |
6,512
| – | – | 0.12% | 142 |
|
|
2022
Q3 | $313K | Hold |
6,512
| – | – | 0.15% | 123 |
|
|
2022
Q2 | $326K | Hold |
6,512
| – | – | 0.15% | 121 |
|
|
2022
Q1 | $333K | Hold |
6,512
| – | – | 0.14% | 120 |
|
|
2021
Q4 | $335K | Hold |
6,512
| – | – | 0.13% | 125 |
|
|
2021
Q3 | $342K | Hold |
6,512
| – | – | 0.13% | 126 |
|
|
2021
Q2 | $341K | Hold |
6,512
| – | – | 0.13% | 129 |
|
|
2021
Q1 | $336K | Hold |
6,512
| – | – | 0.14% | 123 |
|
|
2020
Q4 | $333K | Buy |
+6,512
| New | +$333K | 0.14% | 121 |
|