AWM
VTIP icon

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

Accel Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,720
Closed -$82.3K – 855
2023
Q1 		$82.3K Hold
1,720
– – 0.03% 371
2022
Q4 		$80.4K Sell
1,720
-27
-2% -$1.29K 0.04% 273
2022
Q3 		$83K Hold
1,747
– – 0.04% 273
2022
Q2 		$86K Sell
1,747
-4,693
-73% -$237K 0.05% 257
2022
Q1 		$325K Buy
6,440
+4,700
+270% +$241K 0.17% 104
2021
Q4 		$89K Buy
1,740
+801
+85% +$41.7K 0.04% 280
2021
Q3 		$49K Hold
939
– – 0.03% 329
2021
Q2 		$49K Hold
939
– – 0.03% 346
2021
Q1 		$48K Hold
939
– – 0.04% 325
2020
Q4 		$48K Buy
+939
New +$47.8K 0.04% 303

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VA
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HWA
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UBS Group
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EWM
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