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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Hold
35,301
1.06% 29
2025
Q1
$1.76M Buy
35,301
+2,175
+7% +$109K 1.04% 29
2024
Q4
$1.6M Buy
+33,126
New +$1.6M 1.09% 24