VPP
Vertex Planning Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
4,812
-141
| -3% | -$14.5K | 0.1% | 109 |
|
|
2025
Q1 | $512K | Hold |
4,953
| – | – | 0.11% | 101 |
|
|
2024
Q4 | $498K | Buy |
4,953
+2,447
| +98% | +$246K | 0.11% | 107 |
|
|
2024
Q3 | $254K | Sell |
2,506
-217
| -8% | -$22K | 0.06% | 142 |
|
|
2024
Q2 | $271K | Hold |
2,723
| – | – | 0.07% | 131 |
|
|
2024
Q1 | $271K | Buy |
2,723
+100
| +4% | +$9.94K | 0.07% | 131 |
|
|
2023
Q4 | $259K | Sell |
2,623
-581
| -18% | -$57.3K | 0.08% | 130 |
|
|
2023
Q3 | $311K | Buy |
+3,204
| New | +$311K | 0.11% | 102 |
|