AWA
Amplius Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,500
| Closed | -$263K | – | 183 |
|
|
2024
Q1 | $263K | Hold |
5,500
| – | – | 0.03% | 142 |
|
|
2023
Q4 | $261K | Hold |
5,500
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $260K | Hold |
5,500
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $261K | Hold |
5,500
| – | – | 0.04% | 134 |
|
|
2023
Q1 | $263K | Hold |
5,500
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $257K | Buy |
+5,500
| New | +$257K | 0.04% | 130 |
|