A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 7,605 shares of TIPX stock, worth $140,312. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,605
Previous 8,271 8.05%
Holding current value
$140,312
Previous $152,000 5.26%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$18.35 - $19.01 $12,221 - $12,660
-666 Reduced 8.05%
7,605 $144,000
Q2 2024

Aug 01, 2024

SELL
$18.25 - $18.51 $3,832 - $3,887
-210 Reduced 2.48%
8,271 $152,000
Q1 2024

May 10, 2024

SELL
$18.4 - $18.66 $16,909 - $17,148
-919 Reduced 9.78%
8,481 $158,000
Q4 2023

Feb 07, 2024

BUY
$17.9 - $18.63 $44,946 - $46,779
2,511 Added 36.45%
9,400 $174,000
Q3 2023

Dec 06, 2023

BUY
$18.05 - $18.49 $75,882 - $77,731
4,204 Added 156.57%
6,889 $124,000
Q2 2023

Aug 21, 2023

BUY
$18.41 - $19.02 $49,430 - $51,068
2,685 New
2,685 $49,000
Q2 2022

Aug 12, 2022

SELL
$19.33 - $20.46 $241,277 - $255,381
-12,482 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$20.45 - $21.3 $63,926 - $66,583
-3,126 Reduced 20.03%
12,482 $249,000
Q4 2021

Feb 07, 2022

SELL
$20.97 - $21.43 $23,108 - $23,615
-1,102 Reduced 6.59%
15,608 $321,000
Q3 2021

Nov 08, 2021

SELL
$21.0 - $21.49 $2,604 - $2,664
-124 Reduced 0.74%
16,710 $0
Q2 2021

Aug 10, 2021

BUY
$20.83 - $21.27 $350,652 - $358,059
16,834 New
16,834 $356,000

Others Institutions Holding TIPX

About SPDR BLOOMBERG 1-10 YEAR TIPS


  • Ticker TIPX
  • Sector ETFs
  • Industry ETFs
More about TIPX
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.