Shira Ridge Wealth Management’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
Q1 | – | Sell |
-4,446
| Closed | -$215K | – | 82 |
|
|
2024
Q4 | $215K | Sell |
4,446
-18,557
| -81% | -$899K | 0.11% | 73 |
|
|
2024
Q3 | $1.13M | Sell |
23,003
-33,519
| -59% | -$1.65M | 0.58% | 29 |
|
|
2024
Q2 | $2.74M | Sell |
56,522
-3,553
| -6% | -$172K | 1.53% | 17 |
|
|
2024
Q1 | $2.88M | Sell |
60,075
-11,173
| -16% | -$535K | 1.65% | 17 |
|
|
2023
Q4 | $3.38M | Sell |
71,248
-5,690
| -7% | -$270K | 2.03% | 13 |
|
|
2023
Q3 | $3.64M | Sell |
76,938
-4,248
| -5% | -$201K | 2.39% | 12 |
|
|
2023
Q2 | $3.85M | Sell |
81,186
-19,936
| -20% | -$945K | 2.41% | 13 |
|
|
2023
Q1 | $4.84M | Sell |
101,122
-19,829
| -16% | -$948K | 3.19% | 10 |
|
|
2022
Q4 | $5.65M | Buy |
+120,951
| New | +$5.65M | 3.89% | 7 |
|