Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.72M | Buy |
190,410
+176,986
| +1,318% | +$9.03M | 0.34% | 41 |
|
|
2020
Q2 | $673K | Sell |
13,424
-26,014
| -66% | -$1.3M | 0.05% | 210 |
|
|
2020
Q1 | $1.92M | Sell |
39,438
-12,465
| -24% | -$607K | 0.17% | 86 |
|
|
2019
Q4 | $2.56M | Sell |
51,903
-26,396
| -34% | -$1.3M | 0.17% | 82 |
|
|
2019
Q3 | $3.84M | Sell |
78,299
-1,398
| -2% | -$68.6K | 0.28% | 62 |
|
|
2019
Q2 | $3.93M | Buy |
79,697
+5,969
| +8% | +$294K | 0.29% | 55 |
|
|
2019
Q1 | $3.59M | Buy |
73,728
+1,834
| +3% | +$89.3K | 0.27% | 60 |
|
|
2018
Q4 | $3.45M | Buy |
71,894
+45,697
| +174% | +$2.19M | 0.31% | 52 |
|
|
2018
Q3 | $1.27M | Buy |
26,197
+17,762
| +211% | +$859K | 0.1% | 112 |
|
|
2018
Q2 | $412K | Buy |
8,435
+6,235
| +283% | +$305K | 0.04% | 280 |
|
|
2018
Q1 | $108K | Hold |
2,200
| – | – | 0.01% | 684 |
|
|
2017
Q4 | $107K | Hold |
2,200
| – | – | 0.01% | 690 |
|
|
2017
Q3 | $109K | Hold |
2,200
| – | – | 0.01% | 675 |
|
|
2017
Q2 | $108K | Hold |
2,200
| – | – | 0.01% | 671 |
|
|
2017
Q1 | $109K | Hold |
2,200
| – | – | 0.02% | 569 |
|
|
2016
Q4 | $108K | Buy |
2,200
+200
| +10% | +$9.82K | 0.02% | 554 |
|
|
2016
Q3 | $99K | Hold |
2,000
| – | – | 0.02% | 569 |
|
|
2016
Q2 | $99K | Hold |
2,000
| – | – | 0.02% | 536 |
|
|
2016
Q1 | $98K | Hold |
2,000
| – | – | 0.02% | 524 |
|
|
2015
Q4 | $97K | Buy |
+2,000
| New | +$97K | 0.02% | 533 |
|