AWM
Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,095
| Closed | -$262K | – | 128 |
|
|
2021
Q4 | $262K | Buy |
5,095
+73
| +1% | +$3.75K | 0.16% | 111 |
|
|
2021
Q3 | $264K | Buy |
5,022
+18
| +0.4% | +$946 | 0.17% | 111 |
|
|
2021
Q2 | $262K | Hold |
5,004
| – | – | 0.17% | 108 |
|
|
2021
Q1 | $258K | Buy |
+5,004
| New | +$258K | 0.18% | 104 |
|
|
2019
Q2 | – | Sell |
-3,786
| Closed | -$184K | – | 345 |
|
|
2019
Q1 | $184K | Sell |
3,786
-1
| -0% | -$49 | 0.16% | 107 |
|
|
2018
Q4 | $181K | Sell |
3,787
-3,010
| -44% | -$144K | 0.19% | 97 |
|
|
2018
Q3 | $329K | Buy |
6,797
+19
| +0.3% | +$920 | 0.3% | 82 |
|
|
2018
Q2 | $331K | Buy |
6,778
+11
| +0.2% | +$537 | 0.32% | 78 |
|
|
2018
Q1 | $331K | Buy |
6,767
+5,000
| +283% | +$245K | 0.33% | 76 |
|
|
2017
Q4 | $86K | Buy |
+1,767
| New | +$86K | 0.08% | 145 |
|