Secured Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,417
| Closed | -$320K | – | 126 |
|
|
2025
Q1 | $320K | Sell |
6,417
-10,879
| -63% | -$543K | 0.21% | 102 |
|
|
2024
Q4 | $837K | Sell |
17,296
-65
| -0.4% | -$3.15K | 0.48% | 83 |
|
|
2024
Q3 | $856K | Buy |
17,361
+2,149
| +14% | +$106K | 0.62% | 60 |
|
|
2024
Q2 | $738K | Buy |
15,212
+2,735
| +22% | +$133K | 0.58% | 58 |
|
|
2024
Q1 | $598K | Buy |
12,477
+2,192
| +21% | +$105K | 0.51% | 61 |
|
|
2023
Q4 | $488K | Buy |
+10,285
| New | +$488K | 0.47% | 65 |
|