SFS
Security Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,000
| Closed | -$851K | – | 179 |
|
|
2023
Q3 | $851K | Sell |
18,000
-63
| -0.3% | -$2.98K | 0.24% | 73 |
|
|
2023
Q2 | $857K | Hold |
18,063
| – | – | 0.24% | 68 |
|
|
2023
Q1 | $864K | Sell |
18,063
-1,356
| -7% | -$64.8K | 0.26% | 73 |
|
|
2022
Q4 | $907K | Hold |
19,419
| – | – | 0.28% | 69 |
|
|
2022
Q3 | $934K | Sell |
19,419
-3,172
| -14% | -$153K | 0.32% | 64 |
|
|
2022
Q2 | $1.13M | Buy |
22,591
+785
| +4% | +$39.3K | 0.36% | 58 |
|
|
2022
Q1 | $1.12M | Buy |
21,806
+1,951
| +10% | +$99.9K | 0.35% | 52 |
|
|
2021
Q4 | $1.02M | Buy |
+19,855
| New | +$1.02M | 0.34% | 56 |
|