WBI Investments’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
Q1 | – | Sell |
-23,648
| Closed | -$1.15M | – | 304 |
|
|
2024
Q4 | $1.15M | Sell |
23,648
-18,364
| -44% | -$889K | 0.29% | 104 |
|
|
2024
Q3 | $2.07M | Buy |
42,012
+36,807
| +707% | +$1.81M | 0.5% | 53 |
|
|
2024
Q2 | $253K | Sell |
5,205
-3,925
| -43% | -$191K | 0.06% | 151 |
|
|
2024
Q1 | $437K | Sell |
9,130
-4,469
| -33% | -$214K | 0.09% | 149 |
|
|
2023
Q4 | $646K | Sell |
13,599
-1,060
| -7% | -$50.3K | 0.13% | 133 |
|
|
2023
Q3 | $693K | Sell |
14,659
-6,618
| -31% | -$313K | 0.14% | 125 |
|
|
2023
Q2 | $1.01M | Sell |
21,277
-8,009
| -27% | -$380K | 0.18% | 127 |
|
|
2023
Q1 | $1.4M | Buy |
+29,286
| New | +$1.4M | 0.28% | 96 |
|