Sovereign Investment Advisors’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
-10,544
Closed -$499K 36
2023
Q3
$499K Buy
10,544
+5,206
+98% +$246K 0.2% 33
2023
Q2
$253K Buy
+5,338
New +$253K 0.1% 39