SMI Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,678
| Closed | -$270K | – | 79 |
|
|
2023
Q4 | $270K | Sell |
5,678
-657,439
| -99% | -$31.3M | 0.07% | 41 |
|
|
2023
Q3 | $31.3M | Buy |
+663,117
| New | +$31.3M | 11.43% | 3 |
|
|
2023
Q1 | – | Sell |
-392,569
| Closed | -$18.9M | – | 47 |
|
|
2022
Q4 | $18.9M | Hold |
392,569
| – | – | 6.12% | 6 |
|
|
2022
Q3 | $18.9M | Sell |
392,569
-357,652
| -48% | -$17.2M | 6.14% | 6 |
|
|
2022
Q2 | $37.6M | Buy |
750,221
+103,179
| +16% | +$5.17M | 13.42% | 4 |
|
|
2022
Q1 | $33.1M | Buy |
647,042
+41,116
| +7% | +$2.11M | 11.59% | 3 |
|
|
2021
Q4 | $31.1M | Sell |
605,926
-2,156
| -0.4% | -$111K | 11.85% | 3 |
|
|
2021
Q3 | $32M | Buy |
608,082
+33,685
| +6% | +$1.77M | 14.32% | 3 |
|
|
2021
Q2 | $30.1M | Buy |
+574,397
| New | +$30.1M | 12.9% | 3 |
|