Sovereign Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
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|
2025
Q1 | $8.04M | Buy |
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|
2024
Q4 | $6.84M | Buy |
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|
2024
Q3 | $6.64M | Buy |
|
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.25M | Sell |
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|
2023
Q4 | $6.27M | Buy |
|
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|
2023
Q3 | $5.57M | Buy |
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|
2023
Q2 | $5.18M | Buy |
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|
2023
Q1 | $4.74M | Buy |
|
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|
2022
Q4 | $4.54M | Sell |
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|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $5.44M | Buy |
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|
2022
Q1 | $5.48M | Buy |
|
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|
2021
Q4 | $5.29M | Sell |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $3.26M | Hold |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $2.61M | Buy |
|