Summit Financial’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 | $1.68M | Buy |
+33,468
| New | +$1.68M | 0.04% | 322 |
|
|
2025
Q1 | – | Sell |
-22,510
| Closed | -$1.09M | – | 738 |
|
|
2024
Q4 | $1.09M | Buy |
22,510
+239
| +1% | +$11.6K | 0.04% | 301 |
|
|
2024
Q3 | $1.1M | Buy |
22,271
+1,512
| +7% | +$74.6K | 0.04% | 244 |
|
|
2024
Q2 | $1.01M | Buy |
20,759
+885
| +4% | +$43K | 0.05% | 226 |
|
|
2024
Q1 | $952K | Buy |
+19,874
| New | +$952K | 0.06% | 192 |
|