Vantage Financial Partners (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,010
| Closed | -$222K | – | 205 |
|
|
2024
Q3 | $222K | Buy |
2,010
+120
| +6% | +$13.3K | 0.06% | 167 |
|
|
2024
Q2 | $202K | Sell |
1,890
-807
| -30% | -$86.2K | 0.05% | 144 |
|
|
2024
Q1 | $290K | Sell |
2,697
-118
| -4% | -$12.7K | 0.08% | 113 |
|
|
2023
Q4 | $303K | Buy |
+2,815
| New | +$303K | 0.09% | 101 |
|
|
2023
Q2 | – | Sell |
-2,001
| Closed | -$221K | – | 103 |
|
|
2023
Q1 | $221K | Buy |
+2,001
| New | +$221K | 0.09% | 75 |
|