TrueWealth Financial Partners’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 | $9.15M | Sell |
182,092
-2,063
| -1% | -$104K | 5.05% | 8 |
|
|
2025
Q1 | $9.19M | Sell |
184,155
-469
| -0.3% | -$23.4K | 5.55% | 9 |
|
|
2024
Q4 | $8.94M | Sell |
184,624
-149
| -0.1% | -$7.22K | 5.55% | 11 |
|
|
2024
Q3 | $9.11M | Buy |
184,773
+25,282
| +16% | +$1.25M | 5.48% | 11 |
|
|
2024
Q2 | $7.74M | Buy |
159,491
+14,176
| +10% | +$688K | 5% | 11 |
|
|
2024
Q1 | $6.96M | Buy |
145,315
+3,842
| +3% | +$184K | 4.88% | 11 |
|
|
2023
Q4 | $6.72M | Buy |
141,473
+1,071
| +0.8% | +$50.9K | 5.1% | 11 |
|
|
2023
Q3 | $6.64M | Buy |
140,402
+3,240
| +2% | +$153K | 5.46% | 10 |
|
|
2023
Q2 | $6.5M | Buy |
137,162
+4,291
| +3% | +$203K | 5.38% | 10 |
|
|
2023
Q1 | $6.35M | Buy |
132,871
+14,785
| +13% | +$707K | 5.48% | 10 |
|
|
2022
Q4 | $5.52M | Buy |
118,086
+2,898
| +3% | +$135K | 5.35% | 10 |
|
|
2022
Q3 | $5.54M | Buy |
115,188
+4,487
| +4% | +$216K | 6.02% | 9 |
|
|
2022
Q2 | $5.55M | Buy |
110,701
+5,211
| +5% | +$261K | 5.82% | 9 |
|
|
2022
Q1 | $5.4M | Buy |
105,490
+1,364
| +1% | +$69.8K | 5.19% | 9 |
|
|
2021
Q4 | $5.35M | Buy |
+104,126
| New | +$5.35M | 5.23% | 10 |
|