SEP
Southland Equity Partners’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 | $673K | Buy |
13,394
+349
| +3% | +$17.5K | 0.15% | 101 |
|
|
2025
Q1 | $651K | Sell |
13,045
-811
| -6% | -$40.5K | 0.15% | 103 |
|
|
2024
Q4 | $671K | Buy |
13,856
+808
| +6% | +$39.1K | 0.16% | 99 |
|
|
2024
Q3 | $643K | Buy |
13,048
+725
| +6% | +$35.8K | 0.16% | 96 |
|
|
2024
Q2 | $598K | Buy |
12,323
+263
| +2% | +$12.8K | 0.17% | 85 |
|
|
2024
Q1 | $578K | Buy |
12,060
+137
| +1% | +$6.56K | 0.16% | 85 |
|
|
2023
Q4 | $566K | Buy |
11,923
+445
| +4% | +$21.1K | 0.18% | 79 |
|
|
2023
Q3 | $543K | Buy |
11,478
+401
| +4% | +$19K | 0.19% | 76 |
|
|
2023
Q2 | $525K | Buy |
11,077
+96
| +0.9% | +$4.55K | 0.18% | 80 |
|
|
2023
Q1 | $525K | Buy |
10,981
+833
| +8% | +$39.8K | 0.21% | 83 |
|
|
2022
Q4 | $474K | Buy |
10,148
+3,950
| +64% | +$185K | 0.18% | 83 |
|
|
2022
Q3 | $298K | Buy |
+6,198
| New | +$298K | 0.15% | 105 |
|