SBL
Sargent Bickham Lagudis’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.34M | Buy |
50,184
+8,901
| +22% | +$416K | 0.19% | 97 |
|
|
2022
Q3 | $1.99M | Sell |
41,283
-13,888
| -25% | -$668K | 0.18% | 103 |
|
|
2022
Q2 | $2.77M | Buy |
55,171
+7,765
| +16% | +$389K | 0.24% | 96 |
|
|
2022
Q1 | $2.43M | Buy |
47,406
+3,781
| +9% | +$194K | 0.19% | 99 |
|
|
2021
Q4 | $2.24M | Buy |
43,625
+941
| +2% | +$48.4K | 0.17% | 100 |
|
|
2021
Q3 | $2.24M | Buy |
42,684
+888
| +2% | +$46.7K | 0.18% | 98 |
|
|
2021
Q2 | $2.19M | Sell |
41,796
-116
| -0.3% | -$6.08K | 0.18% | 97 |
|
|
2021
Q1 | $2.16M | Buy |
41,912
+4,009
| +11% | +$207K | 0.19% | 96 |
|
|
2020
Q4 | $1.94M | Buy |
37,903
+721
| +2% | +$36.8K | 0.18% | 91 |
|
|
2020
Q3 | $1.9M | Sell |
37,182
-14,597
| -28% | -$745K | 0.19% | 91 |
|
|
2020
Q2 | $2.6M | Sell |
51,779
-55
| -0.1% | -$2.76K | 0.28% | 75 |
|
|
2020
Q1 | $2.53M | Sell |
51,834
-445
| -0.9% | -$21.7K | 0.32% | 70 |
|
|
2019
Q4 | $2.58M | Buy |
52,279
+1,617
| +3% | +$79.7K | 0.29% | 77 |
|
|
2019
Q3 | $2.49M | Sell |
50,662
-6,433
| -11% | -$316K | 0.3% | 72 |
|
|
2019
Q2 | $2.82M | Buy |
57,095
+55
| +0.1% | +$2.71K | 0.33% | 66 |
|
|
2019
Q1 | $2.78M | Buy |
57,040
+1,017
| +2% | +$49.5K | 0.32% | 72 |
|
|
2018
Q4 | $2.69M | Buy |
56,023
+5,636
| +11% | +$270K | 0.35% | 69 |
|
|
2018
Q3 | $2.44M | Buy |
50,387
+702
| +1% | +$34K | 0.29% | 76 |
|
|
2018
Q2 | $2.43M | Buy |
49,685
+53
| +0.1% | +$2.59K | 0.3% | 75 |
|
|
2018
Q1 | $2.43M | Buy |
49,632
+131
| +0.3% | +$6.41K | 0.3% | 72 |
|
|
2017
Q4 | $2.42M | Sell |
49,501
-722
| -1% | -$35.3K | 0.29% | 77 |
|
|
2017
Q3 | $2.48M | Sell |
50,223
-1,212
| -2% | -$59.9K | 0.31% | 73 |
|
|
2017
Q2 | $2.53M | Buy |
51,435
+6,287
| +14% | +$309K | 0.32% | 72 |
|
|
2017
Q1 | $2.23M | Buy |
45,148
+6,601
| +17% | +$326K | 0.29% | 81 |
|
|
2016
Q4 | $1.9M | Sell |
38,547
-877
| -2% | -$43.1K | 0.29% | 82 |
|
|
2016
Q3 | $1.96K | Sell |
39,424
-32,358
| -45% | -$1.61K | 0.29% | 86 |
|
|
2016
Q2 | $3.55M | Sell |
71,782
-7,843
| -10% | -$388K | 0.55% | 54 |
|
|
2016
Q1 | $3.91M | Buy |
+79,625
| New | +$3.91M | 0.63% | 45 |
|