Summit Global Investments’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 | $2.44M | Buy |
48,480
+1,868
| +4% | +$93.9K | 0.14% | 98 |
|
|
2025
Q1 | $2.33M | Buy |
46,612
+24,253
| +108% | +$1.21M | 0.17% | 79 |
|
|
2024
Q4 | $1.08M | Sell |
22,359
-134
| -0.6% | -$6.49K | 0.07% | 200 |
|
|
2024
Q3 | $1.11M | Sell |
22,493
-666
| -3% | -$32.8K | 0.07% | 230 |
|
|
2024
Q2 | $1.12M | Buy |
23,159
+448
| +2% | +$21.7K | 0.08% | 223 |
|
|
2024
Q1 | $1.09M | Buy |
22,711
+1,759
| +8% | +$84.3K | 0.08% | 193 |
|
|
2023
Q4 | $995K | Sell |
20,952
-429
| -2% | -$20.4K | 0.07% | 240 |
|
|
2023
Q3 | $1.01M | Buy |
21,381
+9
| +0% | +$426 | 0.07% | 218 |
|
|
2023
Q2 | $1.01M | Sell |
21,372
-33,743
| -61% | -$1.6M | 0.07% | 227 |
|
|
2023
Q1 | $2.64M | Sell |
55,115
-77,065
| -58% | -$3.69M | 0.2% | 113 |
|
|
2022
Q4 | $6.17M | Buy |
132,180
+11,576
| +10% | +$541K | 0.52% | 54 |
|
|
2022
Q3 | $5.8M | Buy |
120,604
+10,621
| +10% | +$511K | 0.54% | 50 |
|
|
2022
Q2 | $5.51M | Sell |
109,983
-45,685
| -29% | -$2.29M | 0.49% | 55 |
|
|
2022
Q1 | $7.97M | Sell |
155,668
-25,313
| -14% | -$1.3M | 0.59% | 45 |
|
|
2021
Q4 | $9.3M | Buy |
180,981
+12,198
| +7% | +$627K | 0.6% | 40 |
|
|
2021
Q3 | $8.88M | Sell |
168,783
-46,991
| -22% | -$2.47M | 0.67% | 38 |
|
|
2021
Q2 | $11.3M | Sell |
215,774
-3,786
| -2% | -$198K | 0.68% | 28 |
|
|
2021
Q1 | $11.3M | Buy |
+219,560
| New | +$11.3M | 0.73% | 34 |
|
|
2019
Q2 | – | Sell |
-102,587
| Closed | -$4.99M | – | 317 |
|
|
2019
Q1 | $4.99M | Buy |
+102,587
| New | +$4.99M | 0.64% | 54 |
|
|
2017
Q1 | – | Sell |
-7,625
| Closed | -$375K | – | 244 |
|
|
2016
Q4 | $375K | Buy |
+7,625
| New | +$375K | 0.14% | 184 |
|