AWM
Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,220
| Closed | -$248K | – | 156 |
|
|
2023
Q2 | $248K | Sell |
5,220
-27,818
| -84% | -$1.32M | 0.19% | 121 |
|
|
2023
Q1 | $1.58M | Sell |
33,038
-88,103
| -73% | -$4.21M | 1.38% | 15 |
|
|
2022
Q4 | $5.66M | Buy |
121,141
+6,818
| +6% | +$318K | 5.06% | 3 |
|
|
2022
Q3 | $5.5M | Sell |
114,323
-23,667
| -17% | -$1.14M | 5.71% | 3 |
|
|
2022
Q2 | $6.92M | Sell |
137,990
-2,321
| -2% | -$116K | 7.4% | 3 |
|
|
2022
Q1 | $7.19M | Buy |
140,311
+7,230
| +5% | +$370K | 6.64% | 3 |
|
|
2021
Q4 | $6.84M | Buy |
+133,081
| New | +$6.84M | 6.86% | 3 |
|