SPA
Sentinel Pension 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,688
| Closed | -$751K | – | 116 |
|
2024
Q1 | $751K | Sell |
15,688
-3,351
| -18% | -$160K | 0.16% | 54 |
|
2023
Q4 | $904K | Sell |
19,039
-7,069
| -27% | -$336K | 0.22% | 52 |
|
2023
Q3 | $1.23M | Sell |
26,108
-11
| -0% | -$520 | 0.3% | 46 |
|
2023
Q2 | $1.24M | Sell |
26,119
-547
| -2% | -$25.9K | 0.3% | 50 |
|
2023
Q1 | $1.28M | Hold |
26,666
| – | – | 0.32% | 45 |
|
2022
Q4 | $1.25M | Sell |
26,666
-162
| -0.6% | -$7.57K | 0.39% | 41 |
|
2022
Q3 | $1.29M | Sell |
26,828
-28
| -0.1% | -$1.35K | 0.45% | 35 |
|
2022
Q2 | $1.35M | Sell |
26,856
-786
| -3% | -$39.4K | 0.45% | 38 |
|
2022
Q1 | $1.42M | Sell |
27,642
-502
| -2% | -$25.7K | 0.48% | 40 |
|
2021
Q4 | $1.45M | Sell |
28,144
-134
| -0.5% | -$6.89K | 0.46% | 37 |
|
2021
Q3 | $1.49M | Sell |
28,278
-18
| -0.1% | -$947 | 0.51% | 36 |
|
2021
Q2 | $1.48M | Buy |
+28,296
| New | +$1.48M | 0.52% | 36 |
|
2021
Q1 | – | Sell |
-27,981
| Closed | -$1.43M | – | 85 |
|
2020
Q4 | $1.43M | Sell |
27,981
-196
| -0.7% | -$10K | 0.52% | 33 |
|
2020
Q3 | $1.44M | Sell |
28,177
-119
| -0.4% | -$6.07K | 0.56% | 34 |
|
2020
Q2 | $1.42M | Sell |
28,296
-641
| -2% | -$32.2K | 0.59% | 34 |
|
2020
Q1 | $1.41M | Buy |
+28,937
| New | +$1.41M | 0.69% | 31 |
|