Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $130K | Buy |
2,522
+1,763
| +232% | +$90.9K | 0.01% | 250 |
|
|
2021
Q3 | $40K | Hold |
759
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $40K | Hold |
759
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $39K | Hold |
759
| – | – | ﹤0.01% | 408 |
|
|
2020
Q4 | $39K | Hold |
759
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $39K | Hold |
759
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $38K | Hold |
759
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $37K | Hold |
759
| – | – | 0.01% | 338 |
|
|
2019
Q4 | $37K | Hold |
759
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $37K | Hold |
759
| – | – | ﹤0.01% | 396 |
|
|
2019
Q2 | $37K | Sell |
759
-108
| -12% | -$5.27K | ﹤0.01% | 413 |
|
|
2019
Q1 | $42K | Buy |
867
+108
| +14% | +$5.23K | 0.01% | 377 |
|
|
2018
Q4 | $36K | Hold |
759
| – | – | 0.01% | 389 |
|
|
2018
Q3 | $37K | Hold |
759
| – | – | ﹤0.01% | 422 |
|
|
2018
Q2 | $37K | Hold |
759
| – | – | 0.01% | 369 |
|
|
2018
Q1 | $37K | Buy |
+759
| New | +$37K | 0.01% | 353 |
|