Stratos Wealth 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 | $9.52M | Sell |
189,305
-124,744
| -40% | -$6.27M | 0.5% | 46 |
|
2025
Q1 | $15.7M | Buy |
314,049
+271,711
| +642% | +$13.6M | 0.86% | 24 |
|
2024
Q4 | $2.05M | Buy |
42,338
+416
| +1% | +$20.1K | 0.1% | 210 |
|
2024
Q3 | $2.07M | Sell |
41,922
-6,652
| -14% | -$328K | 0.09% | 233 |
|
2024
Q2 | $2.36M | Sell |
48,574
-6,825
| -12% | -$331K | 0.12% | 183 |
|
2024
Q1 | $2.65M | Sell |
55,399
-29,118
| -34% | -$1.39M | 0.16% | 153 |
|
2023
Q4 | $4.01M | Sell |
84,517
-11,071
| -12% | -$526K | 0.23% | 125 |
|
2023
Q3 | $4.52M | Buy |
95,588
+10,767
| +13% | +$509K | 0.3% | 95 |
|
2023
Q2 | $4.02M | Buy |
84,821
+1,595
| +2% | +$75.6K | 0.29% | 100 |
|
2023
Q1 | $3.98M | Sell |
83,226
-30,437
| -27% | -$1.46M | 0.31% | 97 |
|
2022
Q4 | $5.31M | Buy |
113,663
+38,273
| +51% | +$1.79M | 0.44% | 52 |
|
2022
Q3 | $3.63M | Buy |
75,390
+253
| +0.3% | +$12.2K | 0.38% | 67 |
|
2022
Q2 | $3.77M | Sell |
75,137
-1,860
| -2% | -$93.2K | 0.34% | 75 |
|
2022
Q1 | $3.94M | Sell |
76,997
-1,039
| -1% | -$53.2K | 0.32% | 81 |
|
2021
Q4 | $4.01M | Buy |
78,036
+6,093
| +8% | +$313K | 0.29% | 92 |
|
2021
Q3 | $3.78M | Buy |
71,943
+15,691
| +28% | +$825K | 0.32% | 81 |
|
2021
Q2 | $2.95M | Buy |
56,252
+47,473
| +541% | +$2.49M | 0.26% | 103 |
|
2021
Q1 | $452K | Buy |
8,779
+1,190
| +16% | +$61.3K | 0.05% | 323 |
|
2020
Q4 | $388K | Buy |
+7,589
| New | +$388K | 0.05% | 279 |
|
2020
Q2 | – | Sell |
-4,401
| Closed | -$214K | – | 374 |
|
2020
Q1 | $214K | Buy |
+4,401
| New | +$214K | 0.15% | 134 |
|