AWM
Aries 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
30,345
+485
| +2% | +$24.4K | 0.4% | 64 |
|
|
2025
Q1 | $1.49M | Sell |
29,860
-42
| -0.1% | -$2.1K | 0.4% | 64 |
|
|
2024
Q4 | $1.45M | Sell |
29,902
-2,433
| -8% | -$118K | 0.4% | 60 |
|
|
2024
Q3 | $1.59M | Buy |
32,335
+2,000
| +7% | +$98.6K | 0.44% | 57 |
|
|
2024
Q2 | $1.47M | Buy |
30,335
+1,000
| +3% | +$48.5K | 0.46% | 54 |
|
|
2024
Q1 | $1.4M | Sell |
29,335
-600
| -2% | -$28.7K | 0.45% | 56 |
|
|
2023
Q4 | $1.42M | Hold |
29,935
| – | – | 0.51% | 54 |
|
|
2023
Q3 | $1.41M | Sell |
29,935
-10,899
| -27% | -$513K | 0.55% | 50 |
|
|
2023
Q2 | $1.94M | Sell |
40,834
-1,154
| -3% | -$54.7K | 0.75% | 35 |
|
|
2023
Q1 | $2.01M | Sell |
41,988
-1,536
| -4% | -$73.5K | 0.82% | 32 |
|
|
2022
Q4 | $2.03M | Buy |
43,524
+10,209
| +31% | +$477K | 0.88% | 31 |
|
|
2022
Q3 | $1.59M | Hold |
33,315
| – | – | 0.7% | 44 |
|
|
2022
Q2 | $1.67M | Buy |
+33,315
| New | +$1.67M | 0.76% | 40 |
|
|
2022
Q1 | – | Sell |
-31,100
| Closed | -$1.6M | – | 226 |
|
|
2021
Q4 | $1.6M | Buy |
31,100
+3,200
| +11% | +$165K | 0.61% | 43 |
|
|
2021
Q3 | $1.47M | Buy |
27,900
+1,900
| +7% | +$99.9K | 0.62% | 43 |
|
|
2021
Q2 | $1.36M | Buy |
26,000
+4,000
| +18% | +$210K | 0.58% | 44 |
|
|
2021
Q1 | $1.14M | Buy |
22,000
+6,000
| +38% | +$310K | 0.51% | 54 |
|
|
2020
Q4 | $819K | Hold |
16,000
| – | – | 0.41% | 59 |
|
|
2020
Q3 | $816K | Buy |
16,000
+2,800
| +21% | +$143K | 0.46% | 53 |
|
|
2020
Q2 | $662K | Buy |
13,200
+2,200
| +20% | +$110K | 0.4% | 58 |
|
|
2020
Q1 | $541K | Hold |
11,000
| – | – | 0.41% | 63 |
|
|
2019
Q4 | $543K | Buy |
11,000
+500
| +5% | +$24.7K | 0.33% | 72 |
|
|
2019
Q3 | $515K | Buy |
10,500
+5,000
| +91% | +$245K | 0.34% | 72 |
|
|
2019
Q2 | $271K | Hold |
5,500
| – | – | 0.19% | 116 |
|
|
2019
Q1 | $268K | Hold |
5,500
| – | – | 0.2% | 113 |
|
|
2018
Q4 | $264K | Hold |
5,500
| – | – | 0.28% | 89 |
|
|
2018
Q3 | $266K | Hold |
5,500
| – | – | 0.24% | 98 |
|
|
2018
Q2 | $268K | Hold |
5,500
| – | – | 0.25% | 98 |
|
|
2018
Q1 | $269K | Hold |
5,500
| – | – | 0.26% | 97 |
|
|
2017
Q4 | $268K | Buy |
+5,500
| New | +$268K | 0.25% | 95 |
|