SW
SkyOak Wealth’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 | $593K | Hold |
11,795
| – | – | 0.12% | 112 |
|
|
2025
Q1 | $589K | Hold |
11,795
| – | – | 0.13% | 103 |
|
|
2024
Q4 | $571K | Hold |
11,795
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $582K | Hold |
11,795
| – | – | 0.13% | 107 |
|
|
2024
Q2 | $573K | Hold |
11,795
| – | – | 0.13% | 109 |
|
|
2024
Q1 | $565K | Sell |
11,795
-34
| -0.3% | -$1.63K | 0.14% | 110 |
|
|
2023
Q4 | $562K | Buy |
11,829
+122
| +1% | +$5.79K | 0.15% | 111 |
|
|
2023
Q3 | $554K | Buy |
11,707
+248
| +2% | +$11.7K | 0.16% | 102 |
|
|
2023
Q2 | $543K | Buy |
11,459
+123
| +1% | +$5.83K | 0.15% | 113 |
|
|
2023
Q1 | $542K | Buy |
11,336
+257
| +2% | +$12.3K | 0.17% | 109 |
|
|
2022
Q4 | $518K | Buy |
11,079
+258
| +2% | +$12.1K | 0.17% | 113 |
|
|
2022
Q3 | $521K | Buy |
10,821
+332
| +3% | +$16K | 0.19% | 110 |
|
|
2022
Q2 | $526K | Buy |
10,489
+341
| +3% | +$17.1K | 0.18% | 106 |
|
|
2022
Q1 | $520K | Buy |
10,148
+1,264
| +14% | +$64.8K | 0.14% | 130 |
|
|
2021
Q4 | $457K | Buy |
8,884
+199
| +2% | +$10.2K | 0.12% | 139 |
|
|
2021
Q3 | $457K | Buy |
8,685
+317
| +4% | +$16.7K | 0.12% | 136 |
|
|
2021
Q2 | $439K | Buy |
8,368
+151
| +2% | +$7.92K | 0.12% | 143 |
|
|
2021
Q1 | $427K | Buy |
8,217
+547
| +7% | +$28.4K | 0.12% | 141 |
|
|
2020
Q4 | $392K | Buy |
7,670
+128
| +2% | +$6.54K | 0.12% | 142 |
|
|
2020
Q3 | $385K | Sell |
7,542
-1,140
| -13% | -$58.2K | 0.14% | 135 |
|
|
2020
Q2 | $436K | Buy |
+8,682
| New | +$436K | 0.16% | 139 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$222K | – | 311 |
|
|
2019
Q4 | $222K | Buy |
+4,500
| New | +$222K | 0.07% | 267 |
|