UFA
US 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
Q1 | $293K | Buy |
5,878
+488
| +9% | +$24.4K | 0.09% | 79 |
|
|
2024
Q4 | $261K | Buy |
5,390
+16
| +0.3% | +$775 | 0.08% | 77 |
|
|
2024
Q3 | $265K | Sell |
5,374
-440
| -8% | -$21.7K | 0.08% | 74 |
|
|
2024
Q2 | $282K | Sell |
5,814
-274
| -5% | -$13.3K | 0.09% | 70 |
|
|
2024
Q1 | $292K | Sell |
6,088
-3,482
| -36% | -$167K | 0.1% | 65 |
|
|
2023
Q4 | $454K | Sell |
9,570
-29,102
| -75% | -$1.38M | 0.17% | 51 |
|
|
2023
Q3 | $1.83M | Sell |
38,672
-4,686
| -11% | -$222K | 0.76% | 31 |
|
|
2023
Q2 | $2.06M | Sell |
43,358
-808
| -2% | -$38.3K | 0.87% | 27 |
|
|
2023
Q1 | $2.11M | Buy |
44,166
+1,642
| +4% | +$78.5K | 0.94% | 26 |
|
|
2022
Q4 | $1.99M | Buy |
42,524
+342
| +0.8% | +$16K | 1% | 25 |
|
|
2022
Q3 | $2.03M | Buy |
42,182
+396
| +0.9% | +$19K | 1.14% | 24 |
|
|
2022
Q2 | $2.09M | Buy |
41,786
+315
| +0.8% | +$15.8K | 1.18% | 22 |
|
|
2022
Q1 | $2.12M | Buy |
41,471
+10,238
| +33% | +$524K | 1.02% | 21 |
|
|
2021
Q4 | $1.61M | Sell |
31,233
-1,064
| -3% | -$54.7K | 0.73% | 23 |
|
|
2021
Q3 | $1.7M | Sell |
32,297
-84
| -0.3% | -$4.42K | 0.84% | 22 |
|
|
2021
Q2 | $1.7M | Sell |
32,381
-23,268
| -42% | -$1.22M | 0.83% | 22 |
|
|
2021
Q1 | $2.87M | Buy |
55,649
+21,487
| +63% | +$1.11M | 0.8% | 29 |
|
|
2020
Q4 | $1.75M | Buy |
+34,162
| New | +$1.75M | 0.53% | 36 |
|