Riversedge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,462
| Closed | -$401K | – | 76 |
|
|
2023
Q2 | $401K | Sell |
8,462
-46,133
| -85% | -$2.19M | 0.11% | 53 |
|
|
2023
Q1 | $2.61M | Sell |
54,595
-3,026
| -5% | -$145K | 0.76% | 28 |
|
|
2022
Q4 | $2.69M | Sell |
57,621
-1,694
| -3% | -$79.1K | 0.87% | 27 |
|
|
2022
Q3 | $2.85M | Sell |
59,315
-63
| -0.1% | -$3.03K | 1.03% | 25 |
|
|
2022
Q2 | $2.98M | Sell |
59,378
-2,134
| -3% | -$107K | 1.11% | 21 |
|
|
2022
Q1 | $3.15M | Buy |
61,512
+1,566
| +3% | +$80.2K | 1.02% | 21 |
|
|
2021
Q4 | $3.08M | Buy |
59,946
+2,753
| +5% | +$141K | 0.98% | 20 |
|
|
2021
Q3 | $3.01M | Sell |
57,193
-10,343
| -15% | -$544K | 1.03% | 19 |
|
|
2021
Q2 | $3.54M | Buy |
67,536
+1,844
| +3% | +$96.7K | 1.29% | 16 |
|
|
2021
Q1 | $3.39M | Buy |
65,692
+8,320
| +15% | +$429K | 1.45% | 16 |
|
|
2020
Q4 | $2.93M | Buy |
57,372
+1,261
| +2% | +$64.4K | 1.36% | 15 |
|
|
2020
Q3 | $2.86M | Buy |
56,111
+4,263
| +8% | +$218K | 1.52% | 15 |
|
|
2020
Q2 | $2.6M | Buy |
51,848
+20,812
| +67% | +$1.04M | 1.52% | 15 |
|
|
2020
Q1 | $1.51M | Buy |
31,036
+1,887
| +6% | +$91.9K | 1.34% | 16 |
|
|
2019
Q4 | $1.44M | Buy |
29,149
+4,256
| +17% | +$210K | 1.7% | 15 |
|
|
2019
Q3 | $1.23M | Hold |
24,893
| – | – | 1.73% | 15 |
|
|
2019
Q2 | $1.23M | Buy |
+24,893
| New | +$1.23M | 1.73% | 15 |
|