AWS
AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.2M | Buy |
531,106
+134,155
| +34% | +$6.36M | 1.22% | 23 |
|
|
2023
Q1 | $19M | Buy |
396,951
+34,284
| +9% | +$1.64M | 0.99% | 25 |
|
|
2022
Q4 | $16.9M | Buy |
362,667
+124,711
| +52% | +$5.83M | 0.89% | 26 |
|
|
2022
Q3 | $11.4M | Sell |
237,956
-896,818
| -79% | -$43.1M | 0.67% | 27 |
|
|
2022
Q2 | $56.9M | Buy |
1,134,774
+25,360
| +2% | +$1.27M | 3% | 11 |
|
|
2022
Q1 | $56.8M | Buy |
1,109,414
+380,480
| +52% | +$19.5M | 2.8% | 11 |
|
|
2021
Q4 | $37.5M | Buy |
+728,934
| New | +$37.5M | 1.78% | 14 |
|