SI
SimpliFi Inc’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
17,090
+33
| +0.2% | +$1.66K | 0.38% | 24 |
|
|
2025
Q1 | $851K | Buy |
17,057
+112
| +0.7% | +$5.59K | 0.39% | 24 |
|
|
2024
Q4 | $820K | Buy |
16,945
+223
| +1% | +$10.8K | 0.38% | 25 |
|
|
2024
Q3 | $825K | Sell |
16,722
-2,955
| -15% | -$146K | 0.37% | 25 |
|
|
2024
Q2 | $955K | Sell |
19,677
-928
| -5% | -$45K | 0.44% | 23 |
|
|
2024
Q1 | $987K | Sell |
20,605
-160,622
| -89% | -$7.69M | 0.45% | 22 |
|
|
2023
Q4 | $8.57M | Buy |
181,227
+526
| +0.3% | +$24.9K | 4.22% | 10 |
|
|
2023
Q3 | $8.54M | Sell |
180,701
-2,627
| -1% | -$124K | 4.21% | 10 |
|
|
2023
Q2 | $8.69M | Buy |
183,328
+7,771
| +4% | +$369K | 4.11% | 10 |
|
|
2023
Q1 | $8.4M | Sell |
175,557
-24,643
| -12% | -$1.18M | 4.13% | 11 |
|
|
2022
Q4 | $9.35M | Sell |
200,200
-1,732
| -0.9% | -$80.9K | 4.88% | 9 |
|
|
2022
Q3 | $9.72M | Buy |
201,932
+1,750
| +0.9% | +$84.2K | 5.03% | 8 |
|
|
2022
Q2 | $10M | Buy |
200,182
+1,524
| +0.8% | +$76.4K | 4.95% | 8 |
|
|
2022
Q1 | $10.2M | Buy |
198,658
+142,386
| +253% | +$7.29M | 4.62% | 10 |
|
|
2021
Q4 | $2.89M | Buy |
+56,272
| New | +$2.89M | 1.26% | 12 |
|