Total Wealth Planning’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 | $2.72M | Sell |
54,147
-10,598
| -16% | -$533K | 0.34% | 42 |
|
|
2025
Q1 | $3.23M | Sell |
64,745
-3,405
| -5% | -$170K | 0.49% | 34 |
|
|
2024
Q4 | $3.3M | Buy |
68,150
+532
| +0.8% | +$25.8K | 0.51% | 33 |
|
|
2024
Q3 | $3.33M | Sell |
67,618
-5,317
| -7% | -$262K | 0.52% | 35 |
|
|
2024
Q2 | $3.53M | Sell |
72,935
-1,385
| -2% | -$67K | 0.58% | 34 |
|
|
2024
Q1 | $3.56M | Sell |
74,320
-2,913
| -4% | -$140K | 0.61% | 34 |
|
|
2023
Q4 | $3.67M | Sell |
77,233
-793
| -1% | -$37.7K | 0.67% | 33 |
|
|
2023
Q3 | $3.69M | Sell |
78,026
-1,623
| -2% | -$76.7K | 0.75% | 30 |
|
|
2023
Q2 | $3.78M | Sell |
79,649
-309
| -0.4% | -$14.7K | 0.79% | 29 |
|
|
2023
Q1 | $3.82M | Sell |
79,958
-5,498
| -6% | -$263K | 0.84% | 29 |
|
|
2022
Q4 | $3.99M | Sell |
85,456
-1,682
| -2% | -$78.6K | 0.99% | 25 |
|
|
2022
Q3 | $4.19M | Sell |
87,138
-24,966
| -22% | -$1.2M | 1.19% | 21 |
|
|
2022
Q2 | $5.62M | Sell |
112,104
-1,317
| -1% | -$66K | 1.63% | 17 |
|
|
2022
Q1 | $5.81M | Buy |
+113,421
| New | +$5.81M | 1.57% | 15 |
|