Quattro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,400
| Closed | -$69K | – | 61 |
|
|
2019
Q4 | $69K | Sell |
1,400
-2,800
| -67% | -$138K | 0.02% | 56 |
|
|
2019
Q3 | $206K | Hold |
4,200
| – | – | 0.06% | 56 |
|
|
2019
Q2 | $208K | Buy |
+4,200
| New | +$208K | 0.06% | 52 |
|
|
2019
Q1 | – | Sell |
-8,399
| Closed | -$403K | – | 75 |
|
|
2018
Q4 | $403K | Sell |
8,399
-19,281
| -70% | -$926K | 0.14% | 47 |
|
|
2018
Q3 | $1.34M | Buy |
27,680
+7,553
| +38% | +$365K | 0.49% | 39 |
|
|
2018
Q2 | $984K | Buy |
+20,127
| New | +$984K | 0.49% | 26 |
|
|
2017
Q2 | – | Sell |
-3,283
| Closed | -$162K | – | 76 |
|
|
2017
Q1 | $162K | Buy |
+3,283
| New | +$162K | 0.08% | 55 |
|