Sequoia Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.64M Buy
2025
Q2
$5.51M Sell
2025
Q1
$9.7M Sell
2024
Q4
$12.3M Buy
2024
Q3
$205K Buy
2023
Q1
Sell
2022
Q4
$232K Sell
2022
Q3
$268K Sell
2022
Q2
$534K Buy
2022
Q1
$225K Buy