WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,236
| Closed | -$448K | – | 310 |
|
|
2024
Q2 | $448K | Hold |
9,236
| – | – | 0.05% | 216 |
|
|
2024
Q1 | $442K | Hold |
9,236
| – | – | 0.05% | 217 |
|
|
2023
Q4 | $439K | Sell |
9,236
-1,190
| -11% | -$56.5K | 0.05% | 229 |
|
|
2023
Q3 | $493K | Buy |
10,426
+234
| +2% | +$11.1K | 0.06% | 204 |
|
|
2023
Q2 | $483K | Hold |
10,192
| – | – | 0.07% | 193 |
|
|
2023
Q1 | $487K | Hold |
10,192
| – | – | 0.06% | 202 |
|
|
2022
Q4 | $478K | Buy |
+10,192
| New | +$478K | 0.03% | 261 |
|
|
2022
Q1 | $605K | Sell |
11,945
-490
| -4% | -$24.8K | 0.04% | 227 |
|
|
2021
Q4 | $635K | Sell |
12,435
-1,230
| -9% | -$62.8K | 0.04% | 227 |
|
|
2021
Q3 | $713K | Buy |
13,665
+8,116
| +146% | +$423K | 0.05% | 207 |
|
|
2021
Q2 | $291K | Buy |
+5,549
| New | +$291K | 0.02% | 295 |
|