Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
28,379
+10,415
| +58% | +$524K | 0.87% | 46 |
|
|
2025
Q1 | $896K | Buy |
17,964
+2,340
| +15% | +$117K | 0.6% | 56 |
|
|
2024
Q4 | $757K | Buy |
15,624
+2,838
| +22% | +$137K | 0.52% | 57 |
|
|
2024
Q3 | $630K | Sell |
12,786
-2,963
| -19% | -$146K | 0.44% | 61 |
|
|
2024
Q2 | $764K | Sell |
15,749
-260
| -2% | -$12.6K | 0.6% | 54 |
|
|
2024
Q1 | $767K | Sell |
16,009
-1,923
| -11% | -$92.1K | 0.62% | 55 |
|
|
2023
Q4 | $852K | Sell |
17,932
-2,317
| -11% | -$110K | 0.79% | 48 |
|
|
2023
Q3 | $957K | Sell |
20,249
-3,507
| -15% | -$166K | 1% | 44 |
|
|
2023
Q2 | $1.13M | Sell |
23,756
-5,256
| -18% | -$249K | 1.01% | 37 |
|
|
2023
Q1 | $1.39M | Sell |
29,012
-15,749
| -35% | -$753K | 1.32% | 21 |
|
|
2022
Q4 | $2.09M | Sell |
44,761
-3,862
| -8% | -$180K | 2.01% | 6 |
|
|
2022
Q3 | $2.31M | Buy |
48,623
+4,426
| +10% | +$210K | 2.34% | 5 |
|
|
2022
Q2 | $2.18M | Buy |
44,197
+6,037
| +16% | +$298K | 2.08% | 7 |
|
|
2022
Q1 | $1.95M | Buy |
38,160
+6,020
| +19% | +$308K | 1.66% | 10 |
|
|
2021
Q4 | $1.65M | Buy |
+32,140
| New | +$1.65M | 1.33% | 15 |
|