Walkner Condon Financial Advisors’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
Q4 | – | Sell |
-7,251
| Closed | -$343K | – | 278 |
|
|
2023
Q3 | $343K | Sell |
7,251
-551
| -7% | -$26.1K | 0.09% | 171 |
|
|
2023
Q2 | $370K | Sell |
7,802
-1,302
| -14% | -$61.7K | 0.1% | 160 |
|
|
2023
Q1 | $435K | Hold |
9,104
| – | – | 0.12% | 143 |
|
|
2022
Q4 | $425K | Sell |
9,104
-2,296
| -20% | -$107K | 0.13% | 141 |
|
|
2022
Q3 | $548K | Sell |
11,400
-851
| -7% | -$40.9K | 0.18% | 108 |
|
|
2022
Q2 | $614K | Buy |
12,251
+5,326
| +77% | +$267K | 0.19% | 106 |
|
|
2022
Q1 | $355K | Sell |
6,925
-2,600
| -27% | -$133K | 0.1% | 161 |
|
|
2021
Q4 | $490K | Sell |
9,525
-1
| -0% | -$51 | 0.32% | 76 |
|
|
2021
Q3 | $500K | Buy |
9,526
+7
| +0.1% | +$367 | 0.25% | 83 |
|
|
2021
Q2 | $498K | Buy |
9,519
+8
| +0.1% | +$419 | 0.18% | 100 |
|
|
2021
Q1 | $490K | Buy |
9,511
+99
| +1% | +$5.1K | 0.19% | 99 |
|
|
2020
Q4 | $481K | Buy |
9,412
+3,357
| +55% | +$172K | 0.21% | 84 |
|
|
2020
Q3 | $309K | Buy |
+6,055
| New | +$309K | 0.17% | 100 |
|