Roundview Capital’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 | $7.13M | Buy |
141,926
+83,014
| +141% | +$4.17M | 0.48% | 49 |
|
|
2025
Q1 | $2.94M | Buy |
58,912
+4,035
| +7% | +$201K | 0.21% | 109 |
|
|
2024
Q4 | $2.66M | Sell |
54,877
-3,856
| -7% | -$187K | 0.19% | 120 |
|
|
2024
Q3 | $2.9M | Sell |
58,733
-894
| -1% | -$44.1K | 0.21% | 107 |
|
|
2024
Q2 | $2.89M | Sell |
59,627
-782
| -1% | -$38K | 0.23% | 100 |
|
|
2024
Q1 | $2.89M | Sell |
60,409
-1,434
| -2% | -$68.7K | 0.24% | 100 |
|
|
2023
Q4 | $2.94M | Sell |
61,843
-10,245
| -14% | -$487K | 0.27% | 85 |
|
|
2023
Q3 | $3.41M | Sell |
72,088
-10,679
| -13% | -$505K | 0.34% | 73 |
|
|
2023
Q2 | $3.92M | Buy |
82,767
+10,549
| +15% | +$500K | 0.38% | 67 |
|
|
2023
Q1 | $3.45M | Sell |
72,218
-12,309
| -15% | -$589K | 0.36% | 73 |
|
|
2022
Q4 | $3.95M | Sell |
84,527
-24,984
| -23% | -$1.17M | 0.45% | 61 |
|
|
2022
Q3 | $5.27M | Sell |
109,511
-1,581
| -1% | -$76.1K | 0.67% | 37 |
|
|
2022
Q2 | $5.57M | Buy |
111,092
+9,918
| +10% | +$497K | 0.67% | 36 |
|
|
2022
Q1 | $5.18M | Buy |
101,174
+3,956
| +4% | +$203K | 0.53% | 48 |
|
|
2021
Q4 | $5M | Buy |
97,218
+16,350
| +20% | +$840K | 0.5% | 46 |
|
|
2021
Q3 | $4.25M | Buy |
80,868
+3,832
| +5% | +$201K | 0.47% | 50 |
|
|
2021
Q2 | $4.04M | Buy |
77,036
+32,587
| +73% | +$1.71M | 0.45% | 55 |
|
|
2021
Q1 | $2.29M | Buy |
44,449
+32,567
| +274% | +$1.68M | 0.29% | 86 |
|
|
2020
Q4 | $607K | Buy |
+11,882
| New | +$607K | 0.08% | 193 |
|