SVB 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
Q1 | – | Sell |
-23,501
| Closed | -$1.14M | – | 1801 |
|
|
2024
Q4 | $1.14M | Buy |
+23,501
| New | +$1.14M | 0.02% | 295 |
|
|
2024
Q3 | – | Sell |
-23,497
| Closed | -$1.14M | – | 609 |
|
|
2024
Q2 | $1.14M | Sell |
23,497
-345
| -1% | -$16.7K | 0.03% | 296 |
|
|
2024
Q1 | $1.14M | Hold |
23,842
| – | – | 0.03% | 320 |
|
|
2023
Q4 | $1.13M | Buy |
23,842
+317
| +1% | +$15.1K | 0.03% | 315 |
|
|
2023
Q3 | $1.11M | Sell |
23,525
-71
| -0.3% | -$3.36K | 0.02% | 302 |
|
|
2023
Q2 | $1.12M | Sell |
23,596
-24,723
| -51% | -$1.17M | 0.02% | 327 |
|
|
2023
Q1 | $2.31M | Sell |
48,319
-4,737
| -9% | -$227K | 0.03% | 244 |
|
|
2022
Q4 | $2.48M | Buy |
53,056
+41,529
| +360% | +$1.94M | 0.03% | 236 |
|
|
2022
Q3 | $555K | Buy |
+11,527
| New | +$555K | 0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-70
| Closed | -$3K | – | 858 |
|
|
2022
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 792 |
|