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