Seven Post Investment Office’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 | – | Sell |
-57,614
| Closed | -$2.87M | – | 41 |
|
|
2025
Q1 | $2.87M | Sell |
57,614
-11,483
| -17% | -$573K | 1.1% | 16 |
|
|
2024
Q4 | $3.35M | Sell |
69,097
-6,189
| -8% | -$300K | 1.28% | 13 |
|
|
2024
Q3 | $3.71M | Hold |
75,286
| – | – | 0.56% | 20 |
|
|
2024
Q2 | $3.65M | Sell |
75,286
-670
| -0.9% | -$32.5K | 0.68% | 19 |
|
|
2024
Q1 | $3.64M | Sell |
75,956
-439
| -0.6% | -$21K | 0.89% | 18 |
|
|
2023
Q4 | $3.63M | Sell |
76,395
-20,331
| -21% | -$966K | 0.91% | 18 |
|
|
2023
Q3 | $4.57M | Hold |
96,726
| – | – | 1.26% | 15 |
|
|
2023
Q2 | $4.59M | Sell |
96,726
-3,226
| -3% | -$153K | 1.4% | 13 |
|
|
2023
Q1 | $4.78M | Sell |
99,952
-9,029
| -8% | -$432K | 1.72% | 12 |
|
|
2022
Q4 | $5.09M | Buy |
108,981
+22,088
| +25% | +$1.03M | 1.79% | 13 |
|
|
2022
Q3 | $4.18M | Buy |
86,893
+201
| +0.2% | +$9.67K | 1.63% | 14 |
|
|
2022
Q2 | $4.35M | Buy |
86,692
+1,920
| +2% | +$96.2K | 1.62% | 15 |
|
|
2022
Q1 | $4.34M | Buy |
+84,772
| New | +$4.34M | 1.32% | 15 |
|