AWM
Avitas 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
Q4 | – | Sell |
-13,815
| Closed | -$653K | – | 211 |
|
|
2023
Q3 | $653K | Buy |
13,815
+193
| +1% | +$9.13K | 0.12% | 145 |
|
|
2023
Q2 | $646K | Buy |
13,622
+416
| +3% | +$19.7K | 0.12% | 140 |
|
|
2023
Q1 | $631K | Buy |
13,206
+92
| +0.7% | +$4.4K | 0.12% | 143 |
|
|
2022
Q4 | $613K | Sell |
13,114
-166,643
| -93% | -$7.78M | 0.13% | 132 |
|
|
2022
Q3 | $8.65M | Sell |
179,757
-2,056
| -1% | -$98.9K | 1.98% | 10 |
|
|
2022
Q2 | $9.11M | Buy |
181,813
+1,973
| +1% | +$98.9K | 1.99% | 8 |
|
|
2022
Q1 | $9.21M | Buy |
179,840
+4,765
| +3% | +$244K | 1.66% | 9 |
|
|
2021
Q4 | $9M | Buy |
+175,075
| New | +$9M | 1.51% | 11 |
|