SIM
Studio Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.6M | Buy |
1,562,640
+79,990
| +5% | +$4.02M | 15.77% | 1 |
|
|
2025
Q1 | $74M | Buy |
1,482,650
+448,355
| +43% | +$22.4M | 15.29% | 1 |
|
|
2024
Q4 | $50.1M | Buy |
1,034,295
+175,204
| +20% | +$8.48M | 10.65% | 1 |
|
|
2024
Q3 | $42.4M | Buy |
859,091
+88,242
| +11% | +$4.35M | 8.9% | 1 |
|
|
2024
Q2 | $37.4M | Buy |
770,849
+85,471
| +12% | +$4.15M | 8.51% | 1 |
|
|
2024
Q1 | $32.8M | Buy |
685,378
+92,328
| +16% | +$4.42M | 7.79% | 1 |
|
|
2023
Q4 | $28.2M | Sell |
593,050
-47,252
| -7% | -$2.24M | 7.19% | 1 |
|
|
2023
Q3 | $30.3M | Sell |
640,302
-16,018
| -2% | -$757K | 8.45% | 1 |
|
|
2023
Q2 | $31.1M | Buy |
656,320
+26,508
| +4% | +$1.26M | 8.71% | 1 |
|
|
2023
Q1 | $30.1M | Buy |
629,812
+364,109
| +137% | +$17.4M | 9.09% | 1 |
|
|
2022
Q4 | $12.4M | Sell |
265,703
-152,046
| -36% | -$7.1M | 4.02% | 5 |
|
|
2022
Q3 | $20.1M | Sell |
417,749
-63,590
| -13% | -$3.06M | 7.24% | 1 |
|
|
2022
Q2 | $24.1M | Buy |
481,339
+6,617
| +1% | +$332K | 8.38% | 1 |
|
|
2022
Q1 | $24.3M | Buy |
474,722
+19,024
| +4% | +$974K | 8.01% | 1 |
|
|
2021
Q4 | $23.4M | Buy |
455,698
+73,275
| +19% | +$3.77M | 8.43% | 1 |
|
|
2021
Q3 | $20.1M | Buy |
+382,423
| New | +$20.1M | 8.59% | 1 |
|