Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
6,310
-186
| -3% | -$9.35K | 0.01% | 761 |
|
|
2025
Q1 | $324K | Buy |
+6,496
| New | +$324K | 0.01% | 730 |
|
|
2024
Q4 | – | Sell |
-10,390
| Closed | -$512K | – | 613 |
|
|
2024
Q3 | $512K | Sell |
10,390
-2,606
| -20% | -$128K | 0.02% | 437 |
|
|
2024
Q2 | $631K | Sell |
12,996
-9,058
| -41% | -$440K | 0.03% | 405 |
|
|
2024
Q1 | $1.06M | Sell |
22,054
-33,810
| -61% | -$1.62M | 0.05% | 336 |
|
|
2023
Q4 | $2.65M | Sell |
55,864
-31,341
| -36% | -$1.49M | 0.14% | 165 |
|
|
2023
Q3 | $4.12M | Buy |
87,205
+5,337
| +7% | +$252K | 0.26% | 103 |
|
|
2023
Q2 | $3.88M | Buy |
81,868
+18,670
| +30% | +$886K | 0.22% | 110 |
|
|
2023
Q1 | $3.02M | Sell |
63,198
-55,534
| -47% | -$2.66M | 0.23% | 104 |
|
|
2022
Q4 | $5.55M | Buy |
118,732
+37,379
| +46% | +$1.75M | 0.36% | 63 |
|
|
2022
Q3 | $3.91M | Buy |
81,353
+17,229
| +27% | +$829K | 0.39% | 66 |
|
|
2022
Q2 | $3.21M | Buy |
64,124
+50,434
| +368% | +$2.53M | 0.3% | 77 |
|
|
2022
Q1 | $701K | Sell |
13,690
-19,143
| -58% | -$980K | 0.12% | 114 |
|
|
2021
Q4 | $1.69M | Sell |
32,833
-24,927
| -43% | -$1.28M | 0.1% | 233 |
|
|
2021
Q3 | $3.04M | Sell |
57,760
-517
| -0.9% | -$27.2K | 0.21% | 121 |
|
|
2021
Q2 | $3.05M | Sell |
58,277
-288,750
| -83% | -$15.1M | 0.2% | 130 |
|
|
2021
Q1 | $18.1M | Buy |
347,027
+43,253
| +14% | +$2.26M | 0.63% | 30 |
|
|
2020
Q4 | $15.5M | Buy |
303,774
+43,544
| +17% | +$2.23M | 0.66% | 28 |
|
|
2020
Q3 | $13.3M | Buy |
260,230
+36,038
| +16% | +$1.84M | 0.66% | 34 |
|
|
2020
Q2 | $11.2M | Buy |
224,192
+113,615
| +103% | +$5.7M | 0.62% | 35 |
|
|
2020
Q1 | $5.39M | Buy |
110,577
+108,367
| +4,903% | +$5.28M | 0.4% | 58 |
|
|
2019
Q4 | $109K | Buy |
2,210
+2,195
| +14,633% | +$108K | 0.01% | 895 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2319 |
|
|
2017
Q4 | – | Sell |
-4,511
| Closed | -$223K | – | 278 |
|
|
2017
Q3 | $223K | Buy |
+4,511
| New | +$223K | 0.06% | 226 |
|