Avantax Planning Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,276	Closed	-$466K	–	460
2025 Q2	$466K	Buy	9,276 +447	+5%	+$22.3K	0.01%	274
2025 Q1	$441K	Sell	8,829 -427	-5%	-$21K	0.02%	277
2024 Q4	$448K	Buy	9,256 +202	+2%	+$9.87K	0.02%	275
2024 Q3	$446K	Buy	9,054 +536	+6%	+$26.1K	0.02%	271
2024 Q2	$413K	Sell	8,518 -16	-0.2%	-$769	0.01%	318
2024 Q1	$409K	Sell	8,534 -31,234	-79%	-$1.49M	0.01%	316
2023 Q4	$1.89M	Buy	39,768 +1,706	+4%	+$80.8K	0.07%	115
2023 Q3	$1.8M	Sell	38,062 -97	-0.3%	-$4.58K	0.08%	113
2023 Q2	$1.81M	Buy	38,159 +97	+0.3%	+$4.62K	0.07%	113
2023 Q1	$1.82M	Sell	38,062 -445	-1%	-$21K	0.07%	114
2022 Q4	$1.8M	Buy	38,507 +400	+1%	+$19.1K	0.07%	115
2022 Q3	$1.83M	Buy	38,107 +24	+0.1%	+$1.19K	0.08%	100
2022 Q2	$1.91M	Hold	38,083	–	–	0.08%	106
2022 Q1	$1.95M	Buy	38,083 +873	+2%	+$44.8K	0.08%	107
2021 Q4	$1.91M	Buy	+37,210	New	+$1.94M	0.08%	105