WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,581
| Closed | -$261K | – | 132 |
|
|
2022
Q4 | $261K | Sell |
5,581
-753
| -12% | -$35.2K | 0.45% | 52 |
|
|
2022
Q3 | $305K | Buy |
+6,334
| New | +$305K | 0.41% | 65 |
|
|
2022
Q2 | – | Sell |
-5,709
| Closed | -$292K | – | 128 |
|
|
2022
Q1 | $292K | Hold |
5,709
| – | – | 0.32% | 88 |
|
|
2021
Q4 | $293K | Hold |
5,709
| – | – | 0.2% | 125 |
|
|
2021
Q3 | $300K | Buy |
5,709
+1,517
| +36% | +$79.7K | 0.19% | 134 |
|
|
2021
Q2 | $220K | Buy |
+4,192
| New | +$220K | 0.42% | 93 |
|