WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $332K | Buy |
6,740
+1,625
| +32% | +$80K | 0.08% | 269 |
|
|
2017
Q1 | $253K | Buy |
5,115
+4,305
| +531% | +$213K | 0.07% | 288 |
|
|
2016
Q4 | $40K | Buy |
810
+300
| +59% | +$14.8K | 0.01% | 764 |
|
|
2016
Q3 | $25K | Hold |
510
| – | – | 0.01% | 896 |
|
|
2016
Q2 | $25K | Hold |
510
| – | – | 0.01% | 871 |
|
|
2016
Q1 | $25K | Hold |
510
| – | – | 0.01% | 835 |
|
|
2015
Q4 | $25K | Hold |
510
| – | – | 0.01% | 838 |
|
|
2015
Q3 | $25K | Buy |
+510
| New | +$25K | 0.01% | 831 |
|
|
2014
Q4 | – | Sell |
-1,200
| Closed | -$59K | – | 2231 |
|
|
2014
Q3 | $59K | Buy |
+1,200
| New | +$59K | 0.01% | 866 |
|
|
2013
Q4 | – | Sell |
-66
| Closed | -$3K | – | 2328 |
|
|
2013
Q3 | $3K | Sell |
66
-1
| -1% | -$45 | ﹤0.01% | 1875 |
|
|
2013
Q2 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1797 |
|