SIA
Schechter Investment Advisors’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
Q1 | $4.38M | Buy |
87,791
+2,044
| +2% | +$102K | 0.36% | 55 |
|
|
2024
Q4 | $4.15M | Sell |
85,747
-3,826
| -4% | -$185K | 0.32% | 66 |
|
|
2024
Q3 | $4.42M | Buy |
89,573
+1,903
| +2% | +$93.8K | 0.33% | 59 |
|
|
2024
Q2 | $4.26M | Buy |
87,670
+1,620
| +2% | +$78.6K | 0.32% | 56 |
|
|
2024
Q1 | $4.12M | Sell |
86,050
-791
| -0.9% | -$37.9K | 0.31% | 60 |
|
|
2023
Q4 | $4.12M | Buy |
86,841
+1,939
| +2% | +$92.1K | 0.36% | 54 |
|
|
2023
Q3 | $4.01M | Buy |
84,902
+472
| +0.6% | +$22.3K | 0.39% | 46 |
|
|
2023
Q2 | $4M | Buy |
84,430
+815
| +1% | +$38.6K | 0.36% | 48 |
|
|
2023
Q1 | $4M | Sell |
83,615
-2,691
| -3% | -$129K | 0.37% | 48 |
|
|
2022
Q4 | $4.03M | Buy |
86,306
+4,085
| +5% | +$191K | 0.37% | 42 |
|
|
2022
Q3 | $3.96M | Sell |
82,221
-3,842
| -4% | -$185K | 0.39% | 33 |
|
|
2022
Q2 | $4.31M | Sell |
86,063
-6,281
| -7% | -$315K | 0.42% | 32 |
|
|
2022
Q1 | $4.73M | Buy |
92,344
+1,395
| +2% | +$71.4K | 0.44% | 31 |
|
|
2021
Q4 | $4.68M | Buy |
+90,949
| New | +$4.68M | 0.42% | 36 |
|