AFA
AA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,595
| Closed | -$1.9M | – | 176 |
|
|
2024
Q3 | $1.9M | Buy |
38,595
+2,341
| +6% | +$115K | 0.55% | 44 |
|
|
2024
Q2 | $1.76M | Buy |
36,254
+436
| +1% | +$21.2K | 0.62% | 41 |
|
|
2024
Q1 | $1.72M | Sell |
35,818
-2,051
| -5% | -$98.2K | 0.69% | 42 |
|
|
2023
Q4 | $1.8M | Buy |
+37,869
| New | +$1.8M | 1.2% | 27 |
|