SIA
Soltis Investment Advisors’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 | $236K | Buy |
4,698
+237
| +5% | +$11.9K | 0.02% | 357 |
|
|
2025
Q1 | $223K | Buy |
4,461
+14
| +0.3% | +$699 | 0.02% | 336 |
|
|
2024
Q4 | $215K | Sell |
4,447
-87
| -2% | -$4.21K | 0.02% | 345 |
|
|
2024
Q3 | $224K | Buy |
4,534
+86
| +2% | +$4.24K | 0.02% | 330 |
|
|
2024
Q2 | $216K | Hold |
4,448
| – | – | 0.02% | 298 |
|
|
2024
Q1 | $213K | Sell |
4,448
-182
| -4% | -$8.72K | 0.02% | 280 |
|
|
2023
Q4 | $220K | Buy |
4,630
+110
| +2% | +$5.22K | 0.02% | 264 |
|
|
2023
Q3 | $214K | Sell |
4,520
-6
| -0.1% | -$284 | 0.03% | 250 |
|
|
2023
Q2 | $215K | Sell |
4,526
-23
| -0.5% | -$1.09K | 0.02% | 244 |
|
|
2023
Q1 | $218K | Sell |
4,549
-3,343
| -42% | -$160K | 0.03% | 239 |
|
|
2022
Q4 | $369K | Sell |
7,892
-183,580
| -96% | -$8.58M | 0.05% | 186 |
|
|
2022
Q3 | $9.21M | Sell |
191,472
-7,410
| -4% | -$357K | 1.39% | 15 |
|
|
2022
Q2 | $9.97M | Buy |
+198,882
| New | +$9.97M | 1.45% | 15 |
|