WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,227
| Closed | -$252K | – | 244 |
|
|
2018
Q3 | $252K | Buy |
5,227
+14
| +0.3% | +$675 | 0.06% | 222 |
|
|
2018
Q2 | $254K | Buy |
5,213
+6
| +0.1% | +$292 | 0.07% | 205 |
|
|
2018
Q1 | $254K | Buy |
5,207
+17
| +0.3% | +$829 | 0.07% | 202 |
|
|
2017
Q4 | $253K | Buy |
5,190
+1,001
| +24% | +$48.8K | 0.07% | 201 |
|
|
2017
Q3 | $207K | Hold |
4,189
| – | – | 0.06% | 213 |
|
|
2017
Q2 | $206K | Hold |
4,189
| – | – | 0.06% | 221 |
|
|
2017
Q1 | $207K | Buy |
+4,189
| New | +$207K | 0.06% | 220 |
|