Woodward Diversified Capital’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 | $1.04M | Buy |
20,719
+10,742
| +108% | +$540K | 0.53% | 48 |
|
|
2025
Q1 | $498K | Buy |
9,977
+5,169
| +108% | +$258K | 0.35% | 70 |
|
|
2024
Q4 | $233K | Buy |
+4,808
| New | +$233K | 0.17% | 112 |
|
|
2024
Q1 | – | Sell |
-17,063
| Closed | -$810K | – | 165 |
|
|
2023
Q4 | $810K | Buy |
+17,063
| New | +$810K | 0.51% | 52 |
|
|
2022
Q3 | – | Sell |
-57,829
| Closed | -$2.9M | – | 146 |
|
|
2022
Q2 | $2.9M | Buy |
57,829
+21,536
| +59% | +$1.08M | 2.22% | 7 |
|
|
2022
Q1 | $1.86M | Buy |
36,293
+24,910
| +219% | +$1.28M | 1.22% | 17 |
|
|
2021
Q4 | $585K | Buy |
11,383
+6,474
| +132% | +$333K | 0.34% | 74 |
|
|
2021
Q3 | $258K | Sell |
4,909
-1,341
| -21% | -$70.5K | 0.16% | 146 |
|
|
2021
Q2 | $328K | Buy |
6,250
+266
| +4% | +$14K | 0.19% | 130 |
|
|
2021
Q1 | $308K | Buy |
5,984
+1,422
| +31% | +$73.2K | 0.18% | 130 |
|
|
2020
Q4 | $233K | Buy |
+4,562
| New | +$233K | 0.15% | 136 |
|