Sage Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,534
| Closed | -$262K | – | 126 |
|
|
2023
Q2 | $262K | Hold |
5,534
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $265K | Hold |
5,534
| – | – | 0.1% | 114 |
|
|
2022
Q4 | $258K | Sell |
5,534
-4
| -0.1% | -$187 | 0.11% | 112 |
|
|
2022
Q3 | $266K | Buy |
5,538
+1,015
| +22% | +$48.8K | 0.14% | 97 |
|
|
2022
Q2 | $227K | Hold |
4,523
| – | – | 0.11% | 93 |
|
|
2022
Q1 | $229K | Buy |
+4,523
| New | +$229K | 0.09% | 97 |
|