Wealthcare Advisory Partners’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 | $658K | Sell |
13,084
-54,822
| -81% | -$2.76M | 0.02% | 574 |
|
|
2025
Q1 | $3.39M | Sell |
67,906
-295
| -0.4% | -$14.7K | 0.09% | 190 |
|
|
2024
Q4 | $3.3M | Sell |
68,201
-281
| -0.4% | -$13.6K | 0.09% | 184 |
|
|
2024
Q3 | $3.38M | Buy |
68,482
+14,102
| +26% | +$695K | 0.1% | 186 |
|
|
2024
Q2 | $2.64M | Sell |
54,380
-30,169
| -36% | -$1.46M | 0.08% | 200 |
|
|
2024
Q1 | $4.05M | Sell |
84,549
-1,097
| -1% | -$52.5K | 0.13% | 129 |
|
|
2023
Q4 | $4.07M | Sell |
85,646
-17,658
| -17% | -$839K | 0.16% | 110 |
|
|
2023
Q3 | $4.88M | Buy |
103,304
+1,690
| +2% | +$79.9K | 0.22% | 83 |
|
|
2023
Q2 | $4.82M | Buy |
101,614
+693
| +0.7% | +$32.9K | 0.22% | 81 |
|
|
2023
Q1 | $4.83M | Buy |
100,921
+49,481
| +96% | +$2.37M | 0.21% | 85 |
|
|
2022
Q4 | $2.4M | Buy |
51,440
+12,865
| +33% | +$601K | 0.11% | 143 |
|
|
2022
Q3 | $1.86M | Buy |
38,575
+19,603
| +103% | +$943K | 0.11% | 145 |
|
|
2022
Q2 | $951K | Buy |
18,972
+9,994
| +111% | +$501K | 0.06% | 214 |
|
|
2022
Q1 | $460K | Buy |
8,978
+3,044
| +51% | +$156K | 0.03% | 324 |
|
|
2021
Q4 | $305K | Sell |
5,934
-26,854
| -82% | -$1.38M | 0.02% | 438 |
|
|
2021
Q3 | $1.72M | Buy |
32,788
+11,569
| +55% | +$608K | 0.11% | 118 |
|
|
2021
Q2 | $1.11M | Buy |
21,219
+18,704
| +744% | +$980K | 0.07% | 181 |
|
|
2021
Q1 | $130K | Buy |
+2,515
| New | +$130K | 0.01% | 590 |
|
|
2020
Q2 | – | Sell |
-224
| Closed | -$11K | – | 1340 |
|
|
2020
Q1 | $11K | Sell |
224
-643
| -74% | -$31.6K | ﹤0.01% | 913 |
|
|
2019
Q4 | $43K | Hold |
867
| – | – | 0.01% | 583 |
|
|
2019
Q3 | $43K | Hold |
867
| – | – | 0.01% | 570 |
|
|
2019
Q2 | $43K | Hold |
867
| – | – | 0.01% | 547 |
|
|
2019
Q1 | $42K | Buy |
867
+667
| +334% | +$32.3K | 0.01% | 508 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 796 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 854 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 847 |
|
|
2018
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 736 |
|
|
2017
Q4 | – | Sell |
-221
| Closed | -$11K | – | 1191 |
|
|
2017
Q3 | $11K | Buy |
+221
| New | +$11K | ﹤0.01% | 532 |
|