RPg Family Wealth Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-386
| Closed | -$18.9K | – | 303 |
|
2019
Q3 | $18.9K | Hold |
386
| – | – | 0.01% | 230 |
|
2019
Q2 | $19K | Buy |
+386
| New | +$19K | 0.01% | 223 |
|
2017
Q2 | – | Sell |
-562
| Closed | -$27.8K | – | 317 |
|
2017
Q1 | $27.8K | Sell |
562
-6,319
| -92% | -$313K | 0.02% | 187 |
|
2016
Q4 | $338K | Buy |
6,881
+482
| +8% | +$23.7K | 0.29% | 47 |
|
2016
Q3 | $318K | Sell |
6,399
-2,402
| -27% | -$119K | 0.23% | 52 |
|
2016
Q2 | $435K | Buy |
8,801
+3,608
| +69% | +$179K | 0.19% | 47 |
|
2016
Q1 | $255K | Buy |
5,193
+4,320
| +495% | +$212K | 0.2% | 55 |
|
2015
Q4 | $42.2K | Buy |
+873
| New | +$42.2K | 0.04% | 108 |
|