1WA
180 Wealth Advisors’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
Q2 | – | Sell |
-4,700
| Closed | -$225K | – | 393 |
|
|
2023
Q1 | $225K | Sell |
4,700
-300
| -6% | -$14.3K | 0.05% | 314 |
|
|
2022
Q4 | $236K | Sell |
5,000
-300
| -6% | -$14.1K | 0.06% | 310 |
|
|
2022
Q3 | $255K | Sell |
5,300
-160
| -3% | -$7.7K | 0.07% | 275 |
|
|
2022
Q2 | $272K | Sell |
5,460
-125
| -2% | -$6.23K | 0.07% | 283 |
|
|
2022
Q1 | $282K | Sell |
5,585
-183
| -3% | -$9.24K | 0.06% | 290 |
|
|
2021
Q4 | $294K | Buy |
5,768
+1,225
| +27% | +$62.4K | 0.07% | 278 |
|
|
2021
Q3 | $236K | Hold |
4,543
| – | – | 0.05% | 329 |
|
|
2021
Q2 | $238K | Buy |
4,543
+300
| +7% | +$15.7K | 0.05% | 321 |
|
|
2021
Q1 | $222K | Sell |
4,243
-125
| -3% | -$6.54K | 0.06% | 320 |
|
|
2020
Q4 | $224K | Sell |
4,368
-29
| -0.7% | -$1.49K | 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% | -$2.46K | 0.11% | 218 |
|
|
2019
Q2 | $246K | Buy |
4,979
+800
| +19% | +$39.5K | 0.11% | 209 |
|
|
2019
Q1 | $204K | Sell |
4,179
-1,206
| -22% | -$58.9K | 0.09% | 238 |
|
|
2018
Q4 | $260K | Hold |
5,385
| – | – | 0.12% | 199 |
|
|
2018
Q3 | $260K | Sell |
5,385
-132
| -2% | -$6.37K | 0.12% | 200 |
|
|
2018
Q2 | $270K | Sell |
5,517
-245
| -4% | -$12K | 0.13% | 191 |
|
|
2018
Q1 | $282K | Buy |
5,762
+468
| +9% | +$22.9K | 0.15% | 175 |
|
|
2017
Q4 | $258K | Buy |
+5,294
| New | +$258K | 0.13% | 188 |
|