Sequoia Financial 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 | $5.51M | Sell |
109,699
-84,689
| -44% | -$4.26M | 0.04% | 261 |
|
|
2025
Q1 | $9.7M | Sell |
194,388
-60,454
| -24% | -$3.02M | 0.07% | 193 |
|
|
2024
Q4 | $12.3M | Buy |
254,842
+250,678
| +6,020% | +$12.1M | 0.12% | 154 |
|
|
2024
Q3 | $205K | Buy |
+4,164
| New | +$205K | ﹤0.01% | 1152 |
|
|
2023
Q1 | – | Sell |
-4,961
| Closed | -$232K | – | 871 |
|
|
2022
Q4 | $232K | Sell |
4,961
-607
| -11% | -$28.4K | 0.01% | 679 |
|
|
2022
Q3 | $268K | Sell |
5,568
-5,086
| -48% | -$245K | 0.01% | 419 |
|
|
2022
Q2 | $534K | Buy |
10,654
+6,270
| +143% | +$314K | 0.02% | 313 |
|
|
2022
Q1 | $225K | Buy |
+4,384
| New | +$225K | 0.01% | 591 |
|