Valeo Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-36,677	Closed	-$68K	–	655
2022 Q1	$68K	Buy	+36,677	New	+$1.88M	﹤0.01%	589
2021 Q2	–	Sell	-274	Closed	-$14K	–	1810
2021 Q1	$14K	Sell	274 -250	-48%	-$12.9K	﹤0.01%	1281
2020 Q4	$27K	Buy	524 +255	+95%	+$13K	﹤0.01%	955
2020 Q3	$14K	Buy	269 +3	+1%	+$152	﹤0.01%	1013
2020 Q2	$13K	Sell	266 -39	-13%	-$1.94K	﹤0.01%	1209
2020 Q1	$15K	Hold	305	–	–	﹤0.01%	970
2019 Q4	$15K	Buy	305 +1	+0.3%	+$49	﹤0.01%	991
2019 Q3	$15K	Hold	304	–	–	﹤0.01%	931
2019 Q2	$15K	Sell	304 -2,911	-91%	-$143K	﹤0.01%	927
2019 Q1	$156K	Buy	3,215 +2,905	+937%	+$140K	0.02%	329
2018 Q4	$15K	Sell	310 -123	-28%	-$5.92K	﹤0.01%	791
2018 Q3	$21K	Buy	433 +124	+40%	+$6.05K	﹤0.01%	768
2018 Q2	$15K	Buy	309 +6	+2%	+$293	﹤0.01%	847
2018 Q1	$15K	Hold	303	–	–	﹤0.01%	820
2017 Q4	$15K	Buy	+303	New	+$15K	﹤0.01%	738