Angeles 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
$392K Buy
7,797
+2,518
+48% +$127K 0.03% 211
2025
Q1
$263K Sell
5,279
-687
-12% -$34.3K 0.02% 245
2024
Q4
$289K Sell
5,966
-194
-3% -$9.39K 0.02% 222
2024
Q3
$304K Hold
6,160
0.03% 199
2024
Q2
$299K Sell
6,160
-2,673
-30% -$130K 0.03% 180
2024
Q1
$423K Buy
8,833
+3,298
+60% +$158K 0.04% 132
2023
Q4
$263K Buy
+5,535
New +$263K 0.03% 162