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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,213	Closed	-$211K	–	612
2026 Q1	$211K	Sell	4,213 -2,212	-34%	-$110K	0.03%	508
2025 Q4	$318K	Buy	6,425 +467	+8%	+$23.4K	0.04%	394
2025 Q3	$299K	Buy	5,958 +403	+7%	+$20.3K	0.04%	394
2025 Q2	$277K	Buy	5,555 +47	+0.9%	+$2.35K	0.04%	368
2025 Q1	$273K	Buy	+5,508	New	+$270K	0.05%	310
2024 Q3	–	Sell	-4,193	Closed	-$203K	–	389
2024 Q2	$203K	Sell	4,193 -4,843	-54%	-$233K	0.05%	320
2024 Q1	$432K	Sell	9,036 -669	-7%	-$31.8K	0.13%	163
2023 Q4	$461K	Sell	9,705 -1,809	-16%	-$85.7K	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%	+$92.8K	0.22%	101
2023 Q1	$607K	Buy	12,688 +2,783	+28%	+$131K	0.21%	113
2022 Q4	$463K	Buy	+9,905	New	+$472K	0.17%	109