AWM
Accel Wealth Management’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 |
-1,720
| Closed | -$82.3K | – | 856 |
|
|
2023
Q1 | $82.3K | Hold |
1,720
| – | – | 0.03% | 371 |
|
|
2022
Q4 | $80.4K | Sell |
1,720
-27
| -2% | -$1.26K | 0.04% | 273 |
|
|
2022
Q3 | $83K | Hold |
1,747
| – | – | 0.04% | 273 |
|
|
2022
Q2 | $86K | Sell |
1,747
-4,693
| -73% | -$231K | 0.05% | 257 |
|
|
2022
Q1 | $325K | Buy |
6,440
+4,700
| +270% | +$237K | 0.17% | 104 |
|
|
2021
Q4 | $89K | Buy |
1,740
+801
| +85% | +$41K | 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 | +$48K | 0.04% | 303 |
|