WPA
West Paces Advisors’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 | $4.89M | Buy |
97,191
+85
| +0.1% | +$4.27K | 1.04% | 17 |
|
2025
Q1 | $4.85M | Buy |
97,106
+1,745
| +2% | +$87.1K | 1.1% | 18 |
|
2024
Q4 | $4.62M | Buy |
95,361
+1,710
| +2% | +$82.8K | 1.13% | 18 |
|
2024
Q3 | $4.62M | Sell |
93,651
-1,370
| -1% | -$67.6K | 1.13% | 17 |
|
2024
Q2 | $4.61M | Buy |
95,021
+15,298
| +19% | +$743K | 1.2% | 17 |
|
2024
Q1 | $3.82M | Buy |
79,723
+11,735
| +17% | +$562K | 1.01% | 17 |
|
2023
Q4 | $3.23M | Buy |
67,988
+16,563
| +32% | +$787K | 0.91% | 17 |
|
2023
Q3 | $2.43M | Buy |
51,425
+19,095
| +59% | +$903K | 0.76% | 19 |
|
2023
Q2 | $1.53M | Sell |
32,330
-25,845
| -44% | -$1.23M | 0.45% | 32 |
|
2023
Q1 | $2.78M | Buy |
58,175
+2,800
| +5% | +$134K | 0.86% | 18 |
|
2022
Q4 | $2.59M | Buy |
55,375
+29,875
| +117% | +$1.4M | 0.82% | 19 |
|
2022
Q3 | $1.23M | Hold |
25,500
| – | – | 0.44% | 33 |
|
2022
Q2 | $1.28M | Hold |
25,500
| – | – | 0.44% | 34 |
|
2022
Q1 | $1.31M | Hold |
25,500
| – | – | 0.41% | 37 |
|
2021
Q4 | $1.31M | Hold |
25,500
| – | – | 0.41% | 38 |
|
2021
Q3 | $1.34M | Hold |
25,500
| – | – | 0.47% | 32 |
|
2021
Q2 | $1.34M | Hold |
25,500
| – | – | 0.49% | 30 |
|
2021
Q1 | $1.31M | Hold |
25,500
| – | – | 0.53% | 28 |
|
2020
Q4 | $1.3M | Hold |
25,500
| – | – | 0.58% | 28 |
|
2020
Q3 | $1.3M | Hold |
25,500
| – | – | 0.67% | 23 |
|
2020
Q2 | $1.28M | Sell |
25,500
-300
| -1% | -$15.1K | 0.69% | 21 |
|
2020
Q1 | $1.26M | Hold |
25,800
| – | – | 0.8% | 22 |
|
2019
Q4 | $1.27M | Sell |
25,800
-50
| -0.2% | -$2.46K | 0.69% | 28 |
|
2019
Q3 | $1.27M | Hold |
25,850
| – | – | 0.76% | 24 |
|
2019
Q2 | $1.27M | Hold |
25,850
| – | – | 0.8% | 24 |
|
2019
Q1 | $1.26M | Hold |
25,850
| – | – | 0.88% | 21 |
|
2018
Q4 | $1.24M | Sell |
25,850
-1,940
| -7% | -$93K | 0.96% | 21 |
|
2018
Q3 | $1.34M | Hold |
27,790
| – | – | 0.97% | 17 |
|
2018
Q2 | $1.36M | Hold |
27,790
| – | – | 1.02% | 17 |
|
2018
Q1 | $1.36M | Buy |
27,790
+19,650
| +241% | +$961K | 1.01% | 18 |
|
2017
Q4 | $397K | Hold |
8,140
| – | – | 0.29% | 77 |
|
2017
Q3 | $403K | Hold |
8,140
| – | – | 0.3% | 74 |
|
2017
Q2 | $401K | Sell |
8,140
-5,100
| -39% | -$251K | 0.32% | 75 |
|
2017
Q1 | $655K | Sell |
13,240
-3,800
| -22% | -$188K | 0.52% | 44 |
|
2016
Q4 | $838K | Buy |
+17,040
| New | +$838K | 0.78% | 26 |
|