Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-268
| Closed | -$13K | – | 1818 |
|
|
2024
Q4 | $13K | Buy |
+268
| New | +$13K | ﹤0.01% | 1365 |
|
|
2024
Q3 | – | Sell |
-650
| Closed | -$31.6K | – | 1837 |
|
|
2024
Q2 | $31.6K | Buy |
650
+245
| +60% | +$11.9K | ﹤0.01% | 808 |
|
|
2024
Q1 | $19.4K | Sell |
405
-273
| -40% | -$13.1K | ﹤0.01% | 750 |
|
|
2023
Q4 | $32.2K | Buy |
678
+174
| +35% | +$8.27K | ﹤0.01% | 586 |
|
|
2023
Q3 | $23.8K | Buy |
504
+4
| +0.8% | +$189 | ﹤0.01% | 580 |
|
|
2023
Q2 | $23.7K | Buy |
+500
| New | +$23.7K | ﹤0.01% | 520 |
|