180 Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,700	Closed	-$225K	–	393
2023 Q1	$225K	Sell	4,700 -300	-6%	-$14.1K	0.05%	314
2022 Q4	$236K	Sell	5,000 -300	-6%	-$14.3K	0.06%	310
2022 Q3	$255K	Sell	5,300 -160	-3%	-$7.93K	0.07%	275
2022 Q2	$272K	Sell	5,460 -125	-2%	-$6.32K	0.07%	283
2022 Q1	$282K	Sell	5,585 -183	-3%	-$9.38K	0.06%	290
2021 Q4	$294K	Buy	5,768 +1,225	+27%	+$63.8K	0.07%	278
2021 Q3	$236K	Hold	4,543	–	–	0.05%	329
2021 Q2	$238K	Buy	4,543 +300	+7%	+$15.6K	0.05%	321
2021 Q1	$222K	Sell	4,243 -125	-3%	-$6.43K	0.06%	320
2020 Q4	$224K	Sell	4,368 -29	-0.7%	-$1.48K	0.06%	284
2020 Q3	$223K	Hold	4,397	–	–	0.08%	235
2020 Q2	$222K	Hold	4,397	–	–	0.09%	223
2020 Q1	$216K	Sell	4,397 -540	-11%	-$26.5K	0.11%	193
2019 Q4	$243K	Buy	4,937 +8	+0.2%	+$394	0.1%	228
2019 Q3	$242K	Sell	4,929 -50	-1%	-$2.47K	0.11%	218
2019 Q2	$246K	Buy	4,979 +800	+19%	+$39.2K	0.11%	209
2019 Q1	$204K	Sell	4,179 -1,206	-22%	-$58.2K	0.09%	238
2018 Q4	$260K	Hold	5,385	–	–	0.12%	199
2018 Q3	$260K	Sell	5,385 -132	-2%	-$6.45K	0.12%	200
2018 Q2	$270K	Sell	5,517 -245	-4%	-$12K	0.13%	191
2018 Q1	$282K	Buy	5,762 +468	+9%	+$22.8K	0.15%	175
2017 Q4	$258K	Buy	+5,294	New	+$262K	0.13%	188