Transamerica Financial Advisors’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 | $3.11K | Sell |
62
-3
| -5% | -$151 | ﹤0.01% | 370 |
|
|
2025
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $4K | Sell |
65
-34
| -34% | -$2.09K | ﹤0.01% | 371 |
|
|
2024
Q3 | $5K | Sell |
99
-1
| -1% | -$51 | ﹤0.01% | 357 |
|
|
2024
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $5K | Buy |
100
+1
| +1% | +$50 | ﹤0.01% | 382 |
|
|
2023
Q4 | $5K | Sell |
99
-1
| -1% | -$51 | ﹤0.01% | 330 |
|
|
2023
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $5K | Sell |
100
-647
| -87% | -$32.4K | ﹤0.01% | 335 |
|
|
2022
Q4 | $35K | Sell |
747
-124
| -14% | -$5.81K | 0.01% | 293 |
|
|
2022
Q3 | $42K | Sell |
871
-41
| -4% | -$1.98K | 0.01% | 281 |
|
|
2022
Q2 | $46K | Buy |
+912
| New | +$46K | 0.01% | 279 |
|
|
2020
Q3 | – | Sell |
-210,197
| Closed | -$10.5M | – | 487 |
|
|
2020
Q2 | $10.5M | Buy |
210,197
+210,151
| +456,850% | +$10.5M | 2.31% | 8 |
|
|
2020
Q1 | $3K | Buy |
46
+7
| +18% | +$457 | 0.05% | 53 |
|
|
2019
Q4 | $2K | Buy |
+39
| New | +$2K | 0.03% | 82 |
|
|
2019
Q3 | – | Sell |
-109,689
| Closed | -$5.41M | – | 517 |
|
|
2019
Q2 | $5.41M | Buy |
+109,689
| New | +$5.41M | 1.17% | 21 |
|
|
2019
Q1 | – | Sell |
-96,862
| Closed | -$4.64M | – | 453 |
|
|
2018
Q4 | $4.64M | Buy |
96,862
+6,040
| +7% | +$289K | 1.19% | 21 |
|
|
2018
Q3 | $4.39M | Sell |
90,822
-644
| -0.7% | -$31.2K | 0.93% | 30 |
|
|
2018
Q2 | $4.47M | Buy |
91,466
+798
| +0.9% | +$39K | 0.99% | 26 |
|
|
2018
Q1 | $4.44M | Sell |
90,668
-4,713
| -5% | -$231K | 0.65% | 52 |
|
|
2017
Q4 | $4.66M | Sell |
95,381
-3,451
| -3% | -$168K | 0.62% | 55 |
|
|
2017
Q3 | $4.89M | Sell |
98,832
-2,506
| -2% | -$124K | 0.6% | 59 |
|
|
2017
Q2 | $4.99M | Sell |
101,338
-701
| -0.7% | -$34.5K | 0.68% | 49 |
|
|
2017
Q1 | $5.05M | Sell |
102,039
-7,113
| -7% | -$352K | 0.6% | 54 |
|
|
2016
Q4 | $5.37M | Sell |
109,152
-580
| -0.5% | -$28.5K | 0.64% | 51 |
|
|
2016
Q3 | $5.45M | Buy |
109,732
+15,279
| +16% | +$759K | 0.59% | 51 |
|
|
2016
Q2 | $4.67M | Buy |
94,453
+8,849
| +10% | +$438K | 0.47% | 59 |
|
|
2016
Q1 | $4.21M | Buy |
85,604
+31,725
| +59% | +$1.56M | 0.36% | 71 |
|
|
2015
Q4 | $2.61M | Buy |
53,879
+5,699
| +12% | +$276K | 0.19% | 101 |
|
|
2015
Q3 | $2.33M | Buy |
48,180
+18,410
| +62% | +$891K | 0.19% | 101 |
|
|
2015
Q2 | $1.45M | Buy |
+29,770
| New | +$1.45M | 0.1% | 142 |
|