Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-248
| Closed | -$12.1K | – | 882 |
|
|
2024
Q2 | $12.1K | Hold |
248
| – | – | 0.01% | 610 |
|
|
2024
Q1 | $11.9K | Hold |
248
| – | – | 0.01% | 611 |
|
|
2023
Q4 | $11.8K | Buy |
248
+5
| +2% | +$238 | 0.01% | 597 |
|
|
2023
Q3 | $11K | Buy |
243
+2
| +0.8% | +$91 | 0.01% | 593 |
|
|
2023
Q2 | $11K | Buy |
+241
| New | +$11K | 0.01% | 594 |
|
|
2022
Q4 | $11K | Buy |
241
+10
| +4% | +$456 | 0.01% | 546 |
|
|
2022
Q3 | $11K | Buy |
231
+3
| +1% | +$143 | 0.01% | 528 |
|
|
2022
Q2 | $11K | Buy |
228
+2
| +0.9% | +$96 | 0.01% | 540 |
|
|
2022
Q1 | $12K | Hold |
226
| – | – | 0.01% | 545 |
|
|
2021
Q4 | $12K | Buy |
+226
| New | +$12K | 0.01% | 578 |
|