TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $62K | Hold |
1,232
| – | – | 0.03% | 253 |
|
|
2020
Q1 | $60K | Hold |
1,232
| – | – | 0.03% | 232 |
|
|
2019
Q4 | $61K | Sell |
1,232
-6,565
| -84% | -$325K | 0.02% | 251 |
|
|
2019
Q3 | $382K | Hold |
7,797
| – | – | 0.16% | 87 |
|
|
2019
Q2 | $385K | Hold |
7,797
| – | – | 0.17% | 89 |
|
|
2019
Q1 | $380K | Hold |
7,797
| – | – | 0.18% | 87 |
|
|
2018
Q4 | $374K | Hold |
7,797
| – | – | 0.19% | 85 |
|
|
2018
Q3 | $377K | Hold |
7,797
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $381K | Hold |
7,797
| – | – | 0.18% | 85 |
|
|
2018
Q1 | $381K | Hold |
7,797
| – | – | 0.19% | 77 |
|
|
2017
Q4 | $381K | Buy |
+7,797
| New | +$381K | 0.18% | 89 |
|