AWA
Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
85,794
+673
| +0.8% | +$33.8K | 0.13% | 180 |
|
|
2025
Q1 | $4.25M | Buy |
85,121
+74,478
| +700% | +$3.72M | 0.16% | 141 |
|
|
2024
Q4 | $515K | Buy |
10,643
+4,877
| +85% | +$236K | 0.03% | 535 |
|
|
2024
Q3 | $284K | Sell |
5,766
-2,301
| -29% | -$113K | 0.02% | 726 |
|
|
2024
Q2 | $392K | Sell |
8,067
-938
| -10% | -$45.5K | 0.03% | 546 |
|
|
2024
Q1 | $431K | Buy |
9,005
+28
| +0.3% | +$1.34K | 0.03% | 418 |
|
|
2023
Q4 | $426K | Sell |
8,977
-3,486
| -28% | -$166K | 0.04% | 410 |
|
|
2023
Q3 | $589K | Buy |
12,463
+1,177
| +10% | +$55.6K | 0.06% | 301 |
|
|
2023
Q2 | $535K | Buy |
11,286
+596
| +6% | +$28.3K | 0.06% | 286 |
|
|
2023
Q1 | $511K | Buy |
10,690
+744
| +7% | +$35.6K | 0.06% | 299 |
|
|
2022
Q4 | $465K | Sell |
9,946
-1,497
| -13% | -$69.9K | 0.06% | 298 |
|
|
2022
Q3 | $551K | Buy |
11,443
+5,736
| +101% | +$276K | 0.08% | 253 |
|
|
2022
Q2 | $286K | Buy |
5,707
+8
| +0.1% | +$401 | 0.04% | 409 |
|
|
2022
Q1 | $292K | Buy |
+5,699
| New | +$292K | 0.04% | 434 |
|
|
2021
Q4 | – | Sell |
-1,585
| Closed | -$83K | – | 1754 |
|
|
2021
Q3 | $83K | Sell |
1,585
-97,310
| -98% | -$5.1M | 0.01% | 733 |
|
|
2021
Q2 | $5.18M | Buy |
98,895
+7,321
| +8% | +$384K | 0.63% | 22 |
|
|
2021
Q1 | $4.72M | Buy |
91,574
+55,690
| +155% | +$2.87M | 0.78% | 26 |
|
|
2020
Q4 | $1.83M | Buy |
35,884
+31,800
| +779% | +$1.62M | 0.38% | 70 |
|
|
2020
Q3 | $208K | Buy |
4,084
+345
| +9% | +$17.5K | 0.1% | 171 |
|
|
2020
Q2 | $188K | Buy |
3,739
+2,645
| +242% | +$133K | 0.1% | 159 |
|
|
2020
Q1 | $53.3K | Hold |
1,094
| – | – | 0.03% | 328 |
|
|
2019
Q4 | $54.1K | Buy |
+1,094
| New | +$54.1K | 0.03% | 305 |
|