SJIA
St. James 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.58M | Buy |
55,237
+4,500
| +9% | +$210K | 4.73% | 2 |
|
|
2022
Q3 | $2.44M | Buy |
50,737
+3,713
| +8% | +$179K | 5.33% | 2 |
|
|
2022
Q2 | $2.36M | Buy |
+47,024
| New | +$2.36M | 4.76% | 3 |
|
|
2022
Q1 | – | Sell |
-52,907
| Closed | -$2.72M | – | 95 |
|
|
2021
Q4 | $2.72M | Buy |
+52,907
| New | +$2.72M | 2.01% | 27 |
|