Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
46,848
+1,400
| +3% | +$70.4K | 0.03% | 463 |
|
|
2025
Q1 | $2.27M | Buy |
45,448
+663
| +1% | +$33.1K | 0.03% | 451 |
|
|
2024
Q4 | $2.17M | Sell |
44,785
-2,706
| -6% | -$131K | 0.03% | 367 |
|
|
2024
Q3 | $2.34M | Sell |
47,491
-355
| -0.7% | -$17.5K | 0.04% | 302 |
|
|
2024
Q2 | $2.32M | Sell |
47,846
-17,327
| -27% | -$841K | 0.05% | 291 |
|
|
2024
Q1 | $3.12M | Buy |
65,173
+26,894
| +70% | +$1.29M | 0.07% | 201 |
|
|
2023
Q4 | $1.82M | Buy |
38,279
+1,227
| +3% | +$58.3K | 0.07% | 157 |
|
|
2023
Q3 | $1.75M | Sell |
37,052
-4,093
| -10% | -$194K | 0.08% | 152 |
|
|
2023
Q2 | $1.95M | Buy |
+41,145
| New | +$1.95M | 0.09% | 132 |
|