Wellington Shields & Co’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Hold |
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|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $484K | Buy |
|
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $388K | Hold |
|
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $282K | Buy |
|