Roof Eidam Maycock Peralta (REMP)’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-10,595
| Closed | -$512K | – | 101 |
|
2018
Q3 | $512K | Hold |
10,595
| – | – | 0.23% | 67 |
|
2018
Q2 | $518K | Buy |
10,595
+2,470
| +30% | +$121K | 0.24% | 64 |
|
2018
Q1 | $397K | Sell |
8,125
-8,440
| -51% | -$412K | 0.19% | 72 |
|
2017
Q4 | $809K | Hold |
16,565
| – | – | 0.39% | 54 |
|
2017
Q3 | $819K | Sell |
16,565
-38,435
| -70% | -$1.9M | 0.42% | 55 |
|
2017
Q2 | $2.71M | Sell |
55,000
-90,720
| -62% | -$4.47M | 1.39% | 17 |
|
2017
Q1 | $7.21M | Buy |
+145,720
| New | +$7.21M | 3.71% | 9 |
|
2015
Q1 | – | Sell |
-53,395
| Closed | -$2.58M | – | 98 |
|
2014
Q4 | $2.58M | Buy |
+53,395
| New | +$2.58M | 2.17% | 10 |
|