Strategic Investment Advisors’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 | $619K | Buy |
12,323
+1,089
| +10% | +$54.7K | 0.06% | 138 |
|
|
2025
Q1 | $561K | Buy |
11,234
+1,386
| +14% | +$69.2K | 0.06% | 151 |
|
|
2024
Q4 | $477K | Buy |
9,848
+1,099
| +13% | +$53.2K | 0.05% | 175 |
|
|
2024
Q3 | $431K | Buy |
8,749
+769
| +10% | +$37.9K | 0.05% | 191 |
|
|
2024
Q2 | $387K | Buy |
7,980
+662
| +9% | +$32.1K | 0.05% | 192 |
|
|
2024
Q1 | $350K | Buy |
7,318
+433
| +6% | +$20.7K | 0.05% | 200 |
|
|
2023
Q4 | $327K | Buy |
6,885
+42
| +0.6% | +$1.99K | 0.05% | 193 |
|
|
2023
Q3 | $324K | Sell |
6,843
-6,195
| -48% | -$293K | 0.05% | 197 |
|
|
2023
Q2 | $618K | Buy |
13,038
+6,710
| +106% | +$318K | 0.09% | 119 |
|
|
2023
Q1 | $303K | Buy |
6,328
+188
| +3% | +$8.99K | 0.05% | 199 |
|
|
2022
Q4 | $287K | Buy |
6,140
+1,783
| +41% | +$83.3K | 0.06% | 194 |
|
|
2022
Q3 | $210K | Sell |
4,357
-10,036
| -70% | -$484K | 0.05% | 168 |
|
|
2022
Q2 | $721K | Sell |
14,393
-552
| -4% | -$27.7K | 0.14% | 113 |
|
|
2022
Q1 | $765K | Sell |
14,945
-1,206
| -7% | -$61.7K | 0.14% | 124 |
|
|
2021
Q4 | $830K | Buy |
16,151
+326
| +2% | +$16.8K | 0.16% | 124 |
|
|
2021
Q3 | $832K | Sell |
15,825
-71
| -0.4% | -$3.73K | 0.18% | 118 |
|
|
2021
Q2 | $833K | Buy |
15,896
+582
| +4% | +$30.5K | 0.19% | 114 |
|
|
2021
Q1 | $789K | Sell |
15,314
-28
| -0.2% | -$1.44K | 0.2% | 94 |
|
|
2020
Q4 | $784K | Buy |
15,342
+9,848
| +179% | +$503K | 0.23% | 87 |
|
|
2020
Q3 | $280K | Sell |
5,494
-665
| -11% | -$33.9K | 0.09% | 148 |
|
|
2020
Q2 | $309K | Buy |
6,159
+731
| +13% | +$36.7K | 0.12% | 128 |
|
|
2020
Q1 | $264K | Buy |
5,428
+543
| +11% | +$26.4K | 0.12% | 129 |
|
|
2019
Q4 | $241K | Buy |
+4,885
| New | +$241K | 0.1% | 152 |
|