SAM
Satovsky Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3M | Buy |
1,537,781
+20,722
| +1% | +$1.04M | 16.46% | 2 |
|
|
2025
Q1 | $75.8M | Buy |
1,517,059
+32,287
| +2% | +$1.61M | 16.95% | 2 |
|
|
2024
Q4 | $72M | Buy |
1,484,772
+19,712
| +1% | +$955K | 16.47% | 2 |
|
|
2024
Q3 | $72.2M | Buy |
1,465,060
+30,826
| +2% | +$1.52M | 16.28% | 2 |
|
|
2024
Q2 | $69.6M | Buy |
1,434,234
+328,106
| +30% | +$15.9M | 16.73% | 2 |
|
|
2024
Q1 | $53M | Buy |
1,106,128
+52,159
| +5% | +$2.5M | 15.5% | 3 |
|
|
2023
Q4 | $50.1M | Buy |
1,053,969
+25,500
| +2% | +$1.21M | 15.58% | 3 |
|
|
2023
Q3 | $48.6M | Buy |
1,028,469
+25,600
| +3% | +$1.21M | 16.47% | 3 |
|
|
2023
Q2 | $47.6M | Buy |
1,002,869
+27,616
| +3% | +$1.31M | 16.07% | 3 |
|
|
2023
Q1 | $47M | Buy |
975,253
+58,940
| +6% | +$2.84M | 17.49% | 2 |
|
|
2022
Q4 | $42.6M | Buy |
916,313
+776,266
| +554% | +$36M | 17.65% | 3 |
|
|
2022
Q3 | $6.74M | Buy |
140,047
+88,025
| +169% | +$4.24M | 3.87% | 6 |
|
|
2022
Q2 | $2.62M | Buy |
52,022
+26,483
| +104% | +$1.33M | 1.53% | 7 |
|
|
2022
Q1 | $1.31M | Buy |
+25,539
| New | +$1.31M | 0.88% | 12 |
|