SAM
Secure 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 | $3.4M | Sell |
67,709
-116,533
| -63% | -$5.86M | 0.63% | 36 |
|
|
2025
Q1 | $9.19M | Buy |
184,242
+19,133
| +12% | +$955K | 1.84% | 8 |
|
|
2024
Q4 | $7.99M | Buy |
165,109
+5,879
| +4% | +$285K | 1.21% | 12 |
|
|
2024
Q3 | $7.85M | Buy |
159,230
+8,805
| +6% | +$434K | 1.32% | 11 |
|
|
2024
Q2 | $7.3M | Buy |
150,425
+94,987
| +171% | +$4.61M | 1.38% | 13 |
|
|
2024
Q1 | $2.65M | Buy |
55,438
+2,842
| +5% | +$136K | 0.62% | 29 |
|
|
2023
Q4 | $2.5M | Sell |
52,596
-699
| -1% | -$33.2K | 0.67% | 30 |
|
|
2023
Q3 | $2.52M | Sell |
53,295
-998
| -2% | -$47.2K | 0.75% | 29 |
|
|
2023
Q2 | $2.57M | Sell |
54,293
-78,704
| -59% | -$3.73M | 0.78% | 26 |
|
|
2023
Q1 | $6.36M | Buy |
132,997
+1,610
| +1% | +$77K | 2.12% | 5 |
|
|
2022
Q4 | $6.14M | Buy |
131,387
+15,852
| +14% | +$740K | 2.2% | 4 |
|
|
2022
Q3 | $5.56M | Buy |
115,535
+9,825
| +9% | +$473K | 3.11% | 4 |
|
|
2022
Q2 | $5.3M | Buy |
105,710
+6,520
| +7% | +$327K | 2.93% | 6 |
|
|
2022
Q1 | $5.08M | Buy |
99,190
+1,562
| +2% | +$80K | 2.29% | 6 |
|
|
2021
Q4 | $5.02M | Buy |
97,628
+20,931
| +27% | +$1.08M | 2.03% | 8 |
|
|
2021
Q3 | $4.03M | Buy |
76,697
+428
| +0.6% | +$22.5K | 1.99% | 9 |
|
|
2021
Q2 | $4M | Buy |
76,269
+7,212
| +10% | +$378K | 2.03% | 10 |
|
|
2021
Q1 | $3.56M | Buy |
+69,057
| New | +$3.56M | 1.98% | 10 |
|