SAM
Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $519K | Sell |
10,856
-365
| -3% | -$17.5K | 0.83% | 22 |
|
|
2022
Q4 | $524K | Buy |
11,221
+466
| +4% | +$21.8K | 0.33% | 31 |
|
|
2022
Q3 | $517K | Buy |
10,755
+11
| +0.1% | +$529 | 0.34% | 31 |
|
|
2022
Q2 | $539K | Buy |
10,744
+3,730
| +53% | +$187K | 0.34% | 34 |
|
|
2022
Q1 | $359K | Buy |
+7,014
| New | +$359K | 0.2% | 38 |
|