Root Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
4,626
-5,682
| -55% | -$286K | 0.02% | 223 |
|
|
2025
Q1 | $514K | Sell |
10,308
-4
| -0% | -$200 | 0.05% | 113 |
|
|
2024
Q4 | $499K | Buy |
10,312
+486
| +5% | +$23.5K | 0.06% | 115 |
|
|
2024
Q3 | $485K | Buy |
9,826
+49
| +0.5% | +$2.42K | 0.08% | 94 |
|
|
2024
Q2 | $475K | Sell |
9,777
-1,431
| -13% | -$69.5K | 0.11% | 70 |
|
|
2024
Q1 | $537K | Sell |
11,208
-417
| -4% | -$20K | 0.16% | 54 |
|
|
2023
Q4 | $552K | Buy |
11,625
+2,492
| +27% | +$118K | 0.21% | 49 |
|
|
2023
Q3 | $432K | Buy |
+9,133
| New | +$432K | 0.23% | 47 |
|