Surience Private Wealth’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 | $3.06M | Buy |
+60,965
| New | +$3.06M | 2.88% | 13 |
|
|
2025
Q1 | – | Sell |
-56,598
| Closed | -$2.74M | – | 36 |
|
|
2024
Q4 | $2.74M | Buy |
+56,598
| New | +$2.74M | 3.54% | 15 |
|
|
2023
Q3 | – | Sell |
-10,379
| Closed | -$492K | – | 35 |
|
|
2023
Q2 | $492K | Sell |
10,379
-65,225
| -86% | -$3.09M | 0.7% | 19 |
|
|
2023
Q1 | $3.62M | Sell |
75,604
-30,391
| -29% | -$1.45M | 5.33% | 5 |
|
|
2022
Q4 | $4.95M | Buy |
105,995
+10,142
| +11% | +$474K | 6.57% | 4 |
|
|
2022
Q3 | $4.61M | Buy |
95,853
+86,332
| +907% | +$4.15M | 11.84% | 2 |
|
|
2022
Q2 | $477K | Hold |
9,521
| – | – | 0.72% | 8 |
|
|
2022
Q1 | $488K | Buy |
+9,521
| New | +$488K | 0.43% | 18 |
|