TFA
Tranquilli Financial Advisor’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 | $3.11M | Sell |
61,925
-5,905
| -9% | -$297K | 1.93% | 18 |
|
|
2025
Q1 | $3.38M | Buy |
67,830
+25,101
| +59% | +$1.25M | 2.14% | 16 |
|
|
2024
Q4 | $2.07M | Buy |
42,729
+11,780
| +38% | +$570K | 1.31% | 24 |
|
|
2024
Q3 | $1.53M | Buy |
30,949
+11,320
| +58% | +$558K | 0.96% | 27 |
|
|
2024
Q2 | $943K | Sell |
19,629
-12,193
| -38% | -$586K | 0.63% | 42 |
|
|
2024
Q1 | $1.52M | Sell |
31,822
-18,852
| -37% | -$903K | 1.02% | 25 |
|
|
2023
Q4 | $2.41M | Buy |
+50,674
| New | +$2.41M | 1.7% | 13 |
|
|
2022
Q3 | – | Sell |
-99,172
| Closed | -$4.97M | – | 72 |
|
|
2022
Q2 | $4.97M | Buy |
99,172
+27,158
| +38% | +$1.36M | 3.81% | 3 |
|
|
2022
Q1 | $3.69M | Buy |
72,014
+39,695
| +123% | +$2.03M | 2.62% | 11 |
|
|
2021
Q4 | $1.66M | Buy |
32,319
+6,628
| +26% | +$341K | 1.16% | 30 |
|
|
2021
Q3 | $1.35M | Buy |
25,691
+834
| +3% | +$43.9K | 1.01% | 31 |
|
|
2021
Q2 | $1.3M | Buy |
24,857
+150
| +0.6% | +$7.86K | 0.98% | 31 |
|
|
2021
Q1 | $1.27M | Buy |
24,707
+760
| +3% | +$39.2K | 1.03% | 32 |
|
|
2020
Q4 | $1.22M | Buy |
+23,947
| New | +$1.22M | 1.11% | 30 |
|