V Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,184
| Closed | -$363K | – | 409 |
|
|
2022
Q2 | $363K | Sell |
3,184
-3,398
| -52% | -$387K | 0.07% | 279 |
|
|
2022
Q1 | $820K | Buy |
6,582
+1,064
| +19% | +$133K | 0.13% | 174 |
|
|
2021
Q4 | $713K | Buy |
5,518
+667
| +14% | +$86.2K | 0.1% | 190 |
|
|
2021
Q3 | $619K | Buy |
4,851
+304
| +7% | +$38.8K | 0.1% | 220 |
|
|
2021
Q2 | $584K | Buy |
4,547
+1,017
| +29% | +$131K | 0.09% | 241 |
|
|
2021
Q1 | $443K | Buy |
3,530
+770
| +28% | +$96.6K | 0.08% | 270 |
|
|
2020
Q4 | $352K | Buy |
+2,760
| New | +$352K | 0.07% | 279 |
|
|
2017
Q3 | – | Sell |
-481
| Closed | -$54K | – | 652 |
|
|
2017
Q2 | $54K | Buy |
+481
| New | +$54K | 0.03% | 304 |
|