Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
7,826
+745
| +11% | +$37.5K | 0.02% | 484 |
|
|
2025
Q1 | $353K | Buy |
7,081
+104
| +1% | +$5.19K | 0.02% | 476 |
|
|
2024
Q4 | $338K | Sell |
6,977
-564
| -7% | -$27.3K | 0.02% | 487 |
|
|
2024
Q3 | $372K | Buy |
7,541
+1,004
| +15% | +$49.5K | 0.02% | 532 |
|
|
2024
Q2 | $317K | Sell |
6,537
-17
| -0.3% | -$825 | 0.02% | 476 |
|
|
2024
Q1 | $314K | Sell |
6,554
-3
| -0% | -$144 | 0.02% | 493 |
|
|
2023
Q4 | $311K | Sell |
6,557
-97
| -1% | -$4.61K | 0.02% | 541 |
|
|
2023
Q3 | $315K | Hold |
6,654
| – | – | 0.03% | 496 |
|
|
2023
Q2 | $316K | Sell |
6,654
-2,915
| -30% | -$138K | 0.03% | 496 |
|
|
2023
Q1 | $458K | Sell |
9,569
-9,123
| -49% | -$436K | 0.04% | 390 |
|
|
2022
Q4 | $873K | Sell |
18,692
-7,212
| -28% | -$337K | 0.09% | 246 |
|
|
2022
Q3 | $1.24M | Sell |
25,904
-85,408
| -77% | -$4.1M | 0.07% | 262 |
|
|
2022
Q2 | $5.58M | Buy |
111,312
+82,270
| +283% | +$4.12M | 0.32% | 68 |
|
|
2022
Q1 | $1.49M | Buy |
29,042
+18,082
| +165% | +$926K | 0.07% | 257 |
|
|
2021
Q4 | $563K | Buy |
+10,960
| New | +$563K | 0.06% | 301 |
|
|
2021
Q2 | $531K | Buy |
10,139
+230
| +2% | +$12K | 0.05% | 343 |
|
|
2021
Q1 | $511K | Sell |
9,909
-205
| -2% | -$10.6K | 0.07% | 272 |
|
|
2020
Q4 | $517K | Buy |
10,114
+209
| +2% | +$10.7K | 0.08% | 246 |
|
|
2020
Q3 | $505K | Buy |
9,905
+1
| +0% | +$51 | 0.08% | 234 |
|
|
2020
Q2 | $497K | Buy |
+9,904
| New | +$497K | 0.09% | 229 |
|
|
2019
Q4 | – | Sell |
-6,374
| Closed | -$312K | – | 423 |
|
|
2019
Q3 | $312K | Buy |
6,374
+1
| +0% | +$49 | 0.06% | 283 |
|
|
2019
Q2 | $314K | Hold |
6,373
| – | – | 0.04% | 298 |
|
|
2019
Q1 | $310K | Sell |
6,373
-35
| -0.5% | -$1.7K | 0.07% | 279 |
|
|
2018
Q4 | $306K | Buy |
+6,408
| New | +$306K | 0.08% | 253 |
|