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 |
|