Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-64,393
| Closed | -$3.04M | – | 85 |
|
|
2023
Q3 | $3.04M | Sell |
64,393
-8,708
| -12% | -$412K | 1.45% | 20 |
|
|
2023
Q2 | $3.47M | Sell |
73,101
-20,773
| -22% | -$985K | 1.65% | 18 |
|
|
2023
Q1 | $4.49M | Sell |
93,874
-184,574
| -66% | -$8.83M | 2.25% | 14 |
|
|
2022
Q4 | $13M | Sell |
278,448
-251,608
| -47% | -$11.8M | 6.79% | 7 |
|
|
2022
Q3 | $25.5M | Sell |
530,056
-460
| -0.1% | -$22.1K | 17.38% | 1 |
|
|
2022
Q2 | $26.6M | Buy |
530,516
+109,539
| +26% | +$5.49M | 18.45% | 1 |
|
|
2022
Q1 | $21.6M | Buy |
420,977
+224,177
| +114% | +$11.5M | 14.48% | 1 |
|
|
2021
Q4 | $10.1M | Buy |
196,800
+142,515
| +263% | +$7.33M | 6.46% | 4 |
|
|
2021
Q3 | $2.85M | Buy |
+54,285
| New | +$2.85M | 2.08% | 14 |
|