Vertex Planning Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
8,405
+1,000
| +14% | +$53.8K | 0.09% | 117 |
|
|
2025
Q1 | $400K | Sell |
7,405
-867
| -10% | -$46.8K | 0.09% | 120 |
|
|
2024
Q4 | $433K | Sell |
8,272
-166
| -2% | -$8.68K | 0.1% | 119 |
|
|
2024
Q3 | $446K | Sell |
8,438
-967
| -10% | -$51.1K | 0.11% | 100 |
|
|
2024
Q2 | $486K | Sell |
9,405
-2,160
| -19% | -$112K | 0.13% | 86 |
|
|
2024
Q1 | $596K | Hold |
11,565
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $592K | Sell |
11,565
-424
| -4% | -$21.7K | 0.18% | 67 |
|
|
2023
Q3 | $601K | Buy |
11,989
+128
| +1% | +$6.41K | 0.21% | 60 |
|
|
2023
Q2 | $597K | Buy |
11,861
+2,979
| +34% | +$150K | 0.2% | 64 |
|
|
2023
Q1 | $453K | Buy |
+8,882
| New | +$453K | 0.17% | 65 |
|