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
Q4 | $4.61M | Sell |
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|
2025
Q3 | $5.64M | Buy |
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|
2025
Q2 | $5.51M | Sell |
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|
2025
Q1 | $9.7M | Sell |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $225K | Buy |
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