TLFA
True Link Financial Advisors’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 | $46.8M | Buy |
931,707
+23,166
| +3% | +$1.16M | 3.23% | 10 |
|
|
2025
Q1 | $45.3M | Buy |
908,541
+111,941
| +14% | +$5.59M | 3.38% | 9 |
|
|
2024
Q4 | $38.6M | Buy |
796,600
+30,489
| +4% | +$1.48M | 3.24% | 9 |
|
|
2024
Q3 | $37.8M | Buy |
766,111
+13,173
| +2% | +$650K | 3.21% | 11 |
|
|
2024
Q2 | $36.5M | Buy |
752,938
+9,392
| +1% | +$456K | 3.39% | 11 |
|
|
2024
Q1 | $35.6M | Buy |
743,546
+110,930
| +18% | +$5.31M | 3.41% | 10 |
|
|
2023
Q4 | $30M | Buy |
632,616
+43,611
| +7% | +$2.07M | 3.25% | 11 |
|
|
2023
Q3 | $27.8M | Buy |
589,005
+36,525
| +7% | +$1.73M | 3.34% | 8 |
|
|
2023
Q2 | $26.2M | Buy |
552,480
+26,531
| +5% | +$1.26M | 3.17% | 8 |
|
|
2023
Q1 | $25.2M | Sell |
525,949
-185,055
| -26% | -$8.85M | 3.15% | 8 |
|
|
2022
Q4 | $33.2M | Buy |
711,004
+40,495
| +6% | +$1.89M | 4.5% | 5 |
|
|
2022
Q3 | $32.3M | Buy |
670,509
+66,867
| +11% | +$3.22M | 4.67% | 4 |
|
|
2022
Q2 | $30.3M | Buy |
+603,642
| New | +$30.3M | 4.57% | 4 |
|
|
2021
Q2 | – | Sell |
-96
| Closed | -$5K | – | 748 |
|
|
2021
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 642 |
|
|
2020
Q4 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 658 |
|