Accurate 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Buy |
5,555
+47
| +0.9% | +$2.34K | 0.04% | 368 |
|
2025
Q1 | $273K | Buy |
+5,508
| New | +$273K | 0.05% | 310 |
|
2024
Q3 | – | Sell |
-4,193
| Closed | -$203K | – | 389 |
|
2024
Q2 | $203K | Sell |
4,193
-4,843
| -54% | -$234K | 0.05% | 320 |
|
2024
Q1 | $432K | Sell |
9,036
-669
| -7% | -$32K | 0.13% | 163 |
|
2023
Q4 | $461K | Sell |
9,705
-1,809
| -16% | -$86K | 0.14% | 145 |
|
2023
Q3 | $541K | Sell |
11,514
-3,121
| -21% | -$147K | 0.17% | 128 |
|
2023
Q2 | $690K | Buy |
14,635
+1,947
| +15% | +$91.8K | 0.22% | 101 |
|
2023
Q1 | $607K | Buy |
12,688
+2,783
| +28% | +$133K | 0.21% | 113 |
|
2022
Q4 | $463K | Buy |
+9,905
| New | +$463K | 0.17% | 109 |
|