Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,130
| Closed | -$53.4K | – | 796 |
|
|
2023
Q3 | $53.4K | Hold |
1,130
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $53.6K | Hold |
1,130
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $54K | Hold |
1,130
| – | – | 0.01% | 265 |
|
|
2022
Q4 | $52.8K | Hold |
1,130
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $54K | Hold |
1,130
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $57K | Sell |
1,130
-385
| -25% | -$19.4K | 0.01% | 254 |
|
|
2022
Q1 | $78K | Sell |
1,515
-1,470
| -49% | -$75.7K | 0.01% | 249 |
|
|
2021
Q4 | $153K | Buy |
2,985
+2,600
| +675% | +$133K | 0.02% | 214 |
|
|
2021
Q3 | $20K | Hold |
385
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $20K | Buy |
+385
| New | +$20K | ﹤0.01% | 373 |
|