ZF
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Zhang Financial’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
2023
Q1
Sell
-4,534
Closed -$212K 236
2022
Q4
$212K Sell
4,534
-204
-4% -$9.53K 0.03% 218
2022
Q3
$228K Sell
4,738
-3,907
-45% -$188K 0.03% 195
2022
Q2
$433K Sell
8,645
-339
-4% -$17K 0.07% 143
2022
Q1
$460K Buy
8,984
+2,538
+39% +$130K 0.08% 139
2021
Q4
$331K Buy
6,446
+375
+6% +$19.3K 0.06% 160
2021
Q3
$319K Buy
6,071
+315
+5% +$16.6K 0.07% 124
2021
Q2
$302K Hold
5,756
0.07% 104
2021
Q1
$297K Buy
+5,756
New +$297K 0.08% 98
2019
Q3
Sell
-4,297
Closed -$212K 92
2019
Q2
$212K Sell
4,297
-409
-9% -$20.2K 0.09% 84
2019
Q1
$229K Hold
4,706
0.1% 76
2018
Q4
$226K Sell
4,706
-607
-11% -$29.2K 0.11% 75
2018
Q3
$257K Hold
5,313
0.12% 67
2018
Q2
$259K Hold
5,313
0.13% 66
2018
Q1
$260K Hold
5,313
0.14% 65
2017
Q4
$259K Hold
5,313
0.13% 68
2017
Q3
$263K Hold
5,313
0.13% 67
2017
Q2
$261K Hold
5,313
0.14% 66
2017
Q1
$259K Hold
5,313
0.13% 65
2016
Q4
$262K Hold
5,313
0.14% 62
2016
Q3
$264K Hold
5,313
0.14% 65
2016
Q2
$263K Hold
5,313
0.14% 66
2016
Q1
$261K Hold
5,313
0.15% 63
2015
Q4
$257K Sell
5,313
-582
-10% -$28.2K 0.15% 65
2015
Q3
$285K Buy
5,895
+119
+2% +$5.75K 0.18% 56
2015
Q2
$281K Sell
5,776
-1,011
-15% -$49.2K 0.18% 57
2015
Q1
$329K Hold
6,787
0.21% 49
2014
Q4
$327K Sell
6,787
-202
-3% -$9.73K 0.21% 49
2014
Q3
$345K Buy
6,989
+1,011
+17% +$49.9K 0.24% 45
2014
Q2
$300K Buy
+5,978
New +$300K 0.2% 49