RLIM
Red Lighthouse Investment Management’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 | $1.92M | Sell |
38,254
-2,233
| -6% | -$112K | 0.73% | 21 |
|
2025
Q1 | $1.94M | Buy |
40,487
+1,502
| +4% | +$71.9K | 0.79% | 20 |
|
2024
Q4 | $1.89M | Hold |
38,985
| – | – | 0.75% | 21 |
|
2024
Q3 | $1.92M | Sell |
38,985
-878
| -2% | -$43.3K | 0.75% | 20 |
|
2024
Q2 | $1.93M | Sell |
39,863
-624
| -2% | -$30.3K | 0.81% | 19 |
|
2024
Q1 | $1.94M | Sell |
40,487
-1,260
| -3% | -$60.3K | 0.78% | 21 |
|
2023
Q4 | $1.98M | Sell |
41,747
-5,176
| -11% | -$246K | 0.83% | 21 |
|
2023
Q3 | $2.22M | Hold |
46,923
| – | – | 1.04% | 17 |
|
2023
Q2 | $2.23M | Sell |
46,923
-715
| -2% | -$33.9K | 1.02% | 17 |
|
2023
Q1 | $2.28M | Hold |
47,638
| – | – | 1.1% | 16 |
|
2022
Q4 | $2.23M | Buy |
+47,638
| New | +$2.23M | 1.12% | 17 |
|