SFPM
Sensible Financial Planning & 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 | $2.35M | Sell |
46,671
-1,949
| -4% | -$98K | 0.45% | 24 |
|
|
2025
Q1 | $2.43M | Sell |
48,620
-83
| -0.2% | -$4.14K | 0.48% | 23 |
|
|
2024
Q4 | $2.36M | Sell |
48,703
-1,452
| -3% | -$70.3K | 0.49% | 23 |
|
|
2024
Q3 | $2.47M | Sell |
50,155
-605
| -1% | -$29.8K | 0.49% | 23 |
|
|
2024
Q2 | $2.46M | Sell |
50,760
-2,892
| -5% | -$140K | 0.53% | 22 |
|
|
2024
Q1 | $2.57M | Sell |
53,652
-1,291
| -2% | -$61.8K | 0.57% | 22 |
|
|
2023
Q4 | $2.61M | Sell |
54,943
-2,374
| -4% | -$113K | 0.61% | 23 |
|
|
2023
Q3 | $2.71M | Sell |
57,317
-3,811
| -6% | -$180K | 0.68% | 18 |
|
|
2023
Q2 | $2.9M | Sell |
61,128
-2,166
| -3% | -$103K | 0.68% | 23 |
|
|
2023
Q1 | $3.03M | Sell |
63,294
-655
| -1% | -$31.3K | 0.71% | 21 |
|
|
2022
Q4 | $2.99M | Sell |
63,949
-1,850
| -3% | -$86.4K | 0.74% | 22 |
|
|
2022
Q3 | $3.17M | Sell |
65,799
-2,960
| -4% | -$142K | 0.81% | 17 |
|
|
2022
Q2 | $3.45M | Sell |
68,759
-15,398
| -18% | -$772K | 0.87% | 19 |
|
|
2022
Q1 | $4.31M | Sell |
84,157
-5,006
| -6% | -$256K | 1.15% | 18 |
|
|
2021
Q4 | $4.58M | Buy |
89,163
+2,307
| +3% | +$119K | 1.3% | 16 |
|
|
2021
Q3 | $4.57M | Buy |
86,856
+709
| +0.8% | +$37.3K | 1.49% | 15 |
|
|
2021
Q2 | $4.52M | Sell |
86,147
-1,536
| -2% | -$80.5K | 1.52% | 14 |
|
|
2021
Q1 | $4.52M | Sell |
87,683
-3,087
| -3% | -$159K | 1.66% | 13 |
|
|
2020
Q4 | $4.64M | Sell |
90,770
-1,261
| -1% | -$64.4K | 1.73% | 12 |
|
|
2020
Q3 | $4.7M | Sell |
92,031
-1,303
| -1% | -$66.5K | 1.92% | 12 |
|
|
2020
Q2 | $4.68M | Sell |
93,334
-5,612
| -6% | -$282K | 2.01% | 11 |
|
|
2020
Q1 | $4.82M | Sell |
98,946
-13,054
| -12% | -$636K | 2.3% | 11 |
|
|
2019
Q4 | $5.52M | Sell |
112,000
-1,957
| -2% | -$96.4K | 2.33% | 11 |
|
|
2019
Q3 | $5.59M | Sell |
113,957
-4,185
| -4% | -$205K | 2.41% | 12 |
|
|
2019
Q2 | $5.83M | Buy |
118,142
+1,899
| +2% | +$93.7K | 2.49% | 9 |
|
|
2019
Q1 | $5.66M | Sell |
116,243
-2,500
| -2% | -$122K | 2.56% | 9 |
|
|
2018
Q4 | $5.69M | Sell |
118,743
-18,354
| -13% | -$879K | 2.76% | 9 |
|
|
2018
Q3 | $6.63M | Sell |
137,097
-15,476
| -10% | -$749K | 3.08% | 8 |
|
|
2018
Q2 | $7.45M | Sell |
152,573
-15,948
| -9% | -$779K | 3.53% | 8 |
|
|
2018
Q1 | $8.24M | Buy |
168,521
+16,390
| +11% | +$802K | 3.93% | 7 |
|
|
2017
Q4 | $7.43M | Buy |
152,131
+11,269
| +8% | +$550K | 3.79% | 7 |
|
|
2017
Q3 | $6.97M | Sell |
140,862
-13,415
| -9% | -$663K | 3.84% | 7 |
|
|
2017
Q2 | $7.6M | Buy |
154,277
+2,486
| +2% | +$122K | 4.75% | 5 |
|
|
2017
Q1 | $7.51M | Buy |
151,791
+3,285
| +2% | +$163K | 4.83% | 5 |
|
|
2016
Q4 | $7.3M | Buy |
148,506
+4,072
| +3% | +$200K | 5.05% | 5 |
|
|
2016
Q3 | $7.17M | Sell |
144,434
-3,457
| -2% | -$172K | 4.93% | 5 |
|
|
2016
Q2 | $7.32M | Buy |
147,891
+310
| +0.2% | +$15.3K | 5.12% | 5 |
|
|
2016
Q1 | $7.25M | Buy |
147,581
+1,498
| +1% | +$73.6K | 5.29% | 5 |
|
|
2015
Q4 | $7.06M | Sell |
146,083
-289
| -0.2% | -$14K | 5.38% | 5 |
|
|
2015
Q3 | $7.08M | Sell |
146,372
-31,113
| -18% | -$1.51M | 5.55% | 5 |
|
|
2015
Q2 | $8.64M | Sell |
177,485
-37,219
| -17% | -$1.81M | 7.12% | 4 |
|
|
2015
Q1 | $10.4M | Sell |
214,704
-64,245
| -23% | -$3.11M | 9.45% | 3 |
|
|
2014
Q4 | $13.5M | Sell |
278,949
-33,155
| -11% | -$1.6M | 13.74% | 3 |
|
|
2014
Q3 | $13.8M | Buy |
+312,104
| New | +$13.8M | 11.99% | 3 |
|