Venture Visionary Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,665
| Closed | -$316K | – | 525 |
|
2023
Q2 | $316K | Sell |
6,665
-15,548
| -70% | -$737K | 0.02% | 411 |
|
2023
Q1 | $1.06M | Sell |
22,213
-1,777
| -7% | -$85K | 0.07% | 225 |
|
2022
Q4 | $1.12M | Sell |
23,990
-103,592
| -81% | -$4.84M | 0.08% | 202 |
|
2022
Q3 | $6.14M | Sell |
127,582
-19,013
| -13% | -$915K | 0.5% | 50 |
|
2022
Q2 | $7.35M | Buy |
146,595
+3,029
| +2% | +$152K | 0.56% | 43 |
|
2022
Q1 | $7.35M | Sell |
143,566
-35,415
| -20% | -$1.81M | 0.49% | 50 |
|
2021
Q4 | $9.2M | Buy |
178,981
+45,495
| +34% | +$2.34M | 0.6% | 42 |
|
2021
Q3 | $7.12M | Buy |
133,486
+9,132
| +7% | +$487K | 0.51% | 49 |
|
2021
Q2 | $6.52M | Buy |
+124,354
| New | +$6.52M | 0.52% | 41 |
|