SGAM
Steinberg Global Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.44M | Sell |
50,202
-25,944
| -34% | -$1.26M | 0.38% | 79 |
|
|
2018
Q4 | $3.65M | Sell |
76,146
-168,341
| -69% | -$8.07M | 0.63% | 51 |
|
|
2018
Q3 | $11.8M | Sell |
244,487
-10,243
| -4% | -$495K | 1.68% | 9 |
|
|
2018
Q2 | $12.4M | Sell |
254,730
-373
| -0.1% | -$18.2K | 1.83% | 11 |
|
|
2018
Q1 | $12.5M | Buy |
+255,103
| New | +$12.5M | 1.84% | 12 |
|