Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,164
| Closed | -$291K | – | 217 |
|
|
2023
Q3 | $291K | Sell |
6,164
-2,511
| -29% | -$119K | 0.07% | 150 |
|
|
2023
Q2 | $411K | Sell |
8,675
-2,275
| -21% | -$108K | 0.1% | 124 |
|
|
2023
Q1 | $524K | Sell |
10,950
-7,981
| -42% | -$382K | 0.13% | 102 |
|
|
2022
Q4 | $884K | Buy |
18,931
+1,538
| +9% | +$71.8K | 0.23% | 66 |
|
|
2022
Q3 | $837K | Sell |
17,393
-1,688
| -9% | -$81.2K | 0.24% | 64 |
|
|
2022
Q2 | $956K | Buy |
19,081
+12,180
| +176% | +$610K | 0.26% | 56 |
|
|
2022
Q1 | $353K | Buy |
6,901
+531
| +8% | +$27.2K | 0.08% | 117 |
|
|
2021
Q4 | $327K | Buy |
6,370
+976
| +18% | +$50.2K | 0.07% | 121 |
|
|
2021
Q3 | $284K | Buy |
5,394
+392
| +8% | +$20.6K | 0.07% | 125 |
|
|
2021
Q2 | $262K | Buy |
5,002
+95
| +2% | +$4.98K | 0.06% | 135 |
|
|
2021
Q1 | $253K | Buy |
+4,907
| New | +$253K | 0.06% | 135 |
|