WANY
Wealthspire Advisors (New York)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349M | Buy |
6,941,794
+817,434
| +13% | +$41.1M | 1.96% | 12 |
|
|
2025
Q1 | $306M | Buy |
6,124,360
+3,374,033
| +123% | +$168M | 1.83% | 13 |
|
|
2024
Q4 | $133M | Buy |
2,750,327
+737,805
| +37% | +$35.7M | 1.32% | 17 |
|
|
2024
Q3 | $99.2M | Buy |
2,012,522
+170,173
| +9% | +$8.39M | 1.01% | 19 |
|
|
2024
Q2 | $89.4M | Buy |
1,842,349
+115,891
| +7% | +$5.63M | 1.15% | 16 |
|
|
2024
Q1 | $82.7M | Buy |
1,726,458
+170,948
| +11% | +$8.19M | 1.1% | 18 |
|
|
2023
Q4 | $73.9M | Buy |
1,555,510
+926,461
| +147% | +$44M | 1.05% | 19 |
|
|
2023
Q3 | $29.7M | Buy |
629,049
+294,235
| +88% | +$13.9M | 0.49% | 35 |
|
|
2023
Q2 | $15.9M | Sell |
334,814
-6,057
| -2% | -$287K | 0.26% | 51 |
|
|
2023
Q1 | $16.3M | Sell |
340,871
-4,791
| -1% | -$229K | 0.28% | 51 |
|
|
2022
Q4 | $16.1M | Sell |
345,662
-46,262
| -12% | -$2.16M | 0.29% | 50 |
|
|
2022
Q3 | $18.9M | Buy |
391,924
+100,336
| +34% | +$4.83M | 0.39% | 43 |
|
|
2022
Q2 | $14.6M | Buy |
291,588
+107,038
| +58% | +$5.36M | 0.31% | 50 |
|
|
2022
Q1 | $9.45M | Sell |
184,550
-3,455
| -2% | -$177K | 0.21% | 48 |
|
|
2021
Q4 | $9.66M | Sell |
188,005
-66,113
| -26% | -$3.4M | 0.21% | 48 |
|
|
2021
Q3 | $13.4M | Buy |
254,118
+80,994
| +47% | +$4.26M | 0.28% | 45 |
|
|
2021
Q2 | $9.07M | Sell |
173,124
-29,755
| -15% | -$1.56M | 0.24% | 51 |
|
|
2021
Q1 | $10.5M | Buy |
202,879
+7,140
| +4% | +$368K | 0.25% | 50 |
|
|
2020
Q4 | $10M | Buy |
195,739
+14,857
| +8% | +$759K | 0.3% | 47 |
|
|
2020
Q3 | $9.23M | Buy |
180,882
+12,522
| +7% | +$639K | 0.55% | 26 |
|
|
2020
Q2 | $8.45M | Buy |
168,360
+1,905
| +1% | +$95.6K | 0.59% | 26 |
|
|
2020
Q1 | $8.11M | Buy |
166,455
+136,759
| +461% | +$6.66M | 0.34% | 41 |
|
|
2019
Q4 | $1.46M | Sell |
29,696
-1,865
| -6% | -$91.9K | 0.11% | 51 |
|
|
2019
Q3 | $1.55M | Buy |
31,561
+732
| +2% | +$35.9K | 0.13% | 37 |
|
|
2019
Q2 | $1.52M | Buy |
30,829
+548
| +2% | +$27K | 0.13% | 28 |
|
|
2019
Q1 | $1.47M | Buy |
30,281
+277
| +0.9% | +$13.5K | 0.14% | 23 |
|
|
2018
Q4 | $1.44M | Buy |
+30,004
| New | +$1.44M | 0.14% | 23 |
|