STALEY CAPITAL ADVISERS’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
$1.88M Sell
37,425
-425
-1% -$21.4K 0.08% 86
2025
Q1
$1.89M Hold
37,850
0.09% 82
2024
Q4
$1.83M Sell
37,850
-5,000
-12% -$242K 0.08% 82
2024
Q3
$2.11M Hold
42,850
0.09% 76
2024
Q2
$2.08M Hold
42,850
0.1% 74
2024
Q1
$2.05M Sell
42,850
-26,000
-38% -$1.25M 0.1% 73
2023
Q4
$3.27M Buy
+68,850
New +$3.27M 0.16% 61
2022
Q3
Sell
-58,300
Closed -$2.92M 175
2022
Q2
$2.92M Sell
58,300
-7,000
-11% -$351K 0.17% 61
2022
Q1
$3.34M Sell
65,300
-38,510
-37% -$1.97M 0.17% 66
2021
Q4
$5.34M Hold
103,810
0.25% 58
2021
Q3
$5.46M Sell
103,810
-1,500
-1% -$78.9K 0.29% 56
2021
Q2
$5.52M Sell
105,310
-2,600
-2% -$136K 0.29% 52
2021
Q1
$5.56M Hold
107,910
0.31% 53
2020
Q4
$5.51M Sell
107,910
-18,120
-14% -$926K 0.34% 50
2020
Q3
$6.43M Hold
126,030
0.45% 44
2020
Q2
$6.32M Buy
126,030
+57,900
+85% +$2.9M 0.46% 44
2020
Q1
$3.32M Buy
68,130
+4,600
+7% +$224K 0.28% 52
2019
Q4
$3.13M Sell
63,530
-500
-0.8% -$24.6K 0.21% 53
2019
Q3
$3.14M Buy
64,030
+1,850
+3% +$90.8K 0.24% 51
2019
Q2
$3.07M Hold
62,180
0.23% 55
2019
Q1
$3.03M Buy
62,180
+600
+1% +$29.2K 0.22% 52
2018
Q4
$2.95M Buy
61,580
+3,000
+5% +$144K 0.24% 53
2018
Q3
$2.83M Buy
58,580
+14,280
+32% +$691K 0.2% 52
2018
Q2
$2.16M Buy
44,300
+2,800
+7% +$137K 0.17% 56
2018
Q1
$2.03M Buy
+41,500
New +$2.03M 0.16% 56