TFG
Tilson Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.68M | Sell |
113,016
-3,830
| -3% | -$193K | 2.14% | 14 |
|
2025
Q1 | $5.83M | Buy |
116,846
+2,241
| +2% | +$112K | 2.31% | 14 |
|
2024
Q4 | $5.55M | Sell |
114,605
-86,451
| -43% | -$4.19M | 2.26% | 13 |
|
2024
Q3 | $9.91M | Buy |
+201,056
| New | +$9.91M | 4.3% | 6 |
|
2024
Q2 | – | Sell |
-189,676
| Closed | -$9.08M | – | 66 |
|
2024
Q1 | $9.08M | Buy |
189,676
+4,328
| +2% | +$207K | 4.88% | 4 |
|
2023
Q4 | $8.8M | Buy |
185,348
+6,285
| +4% | +$298K | 5.66% | 5 |
|
2023
Q3 | $8.47M | Buy |
+179,063
| New | +$8.47M | 6.65% | 3 |
|
2023
Q2 | – | Sell |
-174,477
| Closed | -$8.34M | – | 57 |
|
2023
Q1 | $8.34M | Sell |
174,477
-1,101
| -0.6% | -$52.6K | 6.81% | 2 |
|
2022
Q4 | $8.2M | Buy |
+175,578
| New | +$8.2M | 6.98% | 2 |
|