RA
RiverTree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-224,626
| Closed | -$10.5M | – | 51 |
|
|
2022
Q4 | $10.5M | Sell |
224,626
-25,333
| -10% | -$1.18M | 8.61% | 2 |
|
|
2022
Q3 | $12M | Buy |
249,959
+70,942
| +40% | +$3.41M | 9.84% | 2 |
|
|
2022
Q2 | $8.97M | Buy |
179,017
+141,496
| +377% | +$7.09M | 6.98% | 3 |
|
|
2022
Q1 | $1.92M | Sell |
37,521
-14,045
| -27% | -$719K | 1.29% | 23 |
|
|
2021
Q4 | $2.65M | Buy |
51,566
+2,159
| +4% | +$111K | 1.7% | 20 |
|
|
2021
Q3 | $2.6M | Buy |
+49,407
| New | +$2.6M | 1.77% | 20 |
|