Stone Summit Wealth’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 | $1.12M | Buy |
22,331
+2,045
| +10% | +$103K | 0.35% | 70 |
|
|
2025
Q1 | $1.01M | Buy |
20,286
+9,783
| +93% | +$488K | 0.34% | 72 |
|
|
2024
Q4 | $509K | Sell |
10,503
-1,395
| -12% | -$67.5K | 0.17% | 96 |
|
|
2024
Q3 | $587K | Sell |
11,898
-445
| -4% | -$21.9K | 0.19% | 91 |
|
|
2024
Q2 | $599K | Sell |
12,343
-5,201
| -30% | -$252K | 0.21% | 85 |
|
|
2024
Q1 | $840K | Sell |
17,544
-7,627
| -30% | -$365K | 0.29% | 76 |
|
|
2023
Q4 | $1.2M | Sell |
25,171
-13,679
| -35% | -$650K | 0.46% | 68 |
|
|
2023
Q3 | $1.84M | Sell |
38,850
-1,138
| -3% | -$53.8K | 0.79% | 43 |
|
|
2023
Q2 | $1.9M | Buy |
39,988
+224
| +0.6% | +$10.6K | 0.79% | 43 |
|
|
2023
Q1 | $1.9M | Buy |
39,764
+945
| +2% | +$45.2K | 0.85% | 42 |
|
|
2022
Q4 | $1.81M | Sell |
38,819
-27,064
| -41% | -$1.26M | 0.89% | 40 |
|
|
2022
Q3 | $3.17M | Sell |
65,883
-6,185
| -9% | -$298K | 1.95% | 9 |
|
|
2022
Q2 | $3.61M | Buy |
72,068
+2,997
| +4% | +$150K | 2.16% | 7 |
|
|
2022
Q1 | $3.49M | Buy |
69,071
+27,953
| +68% | +$1.41M | 1.96% | 10 |
|
|
2021
Q4 | $2.11M | Buy |
+41,118
| New | +$2.11M | 1.71% | 17 |
|