AWM
Axxcess 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 | $2.61M | Buy |
51,862
+5,677
| +12% | +$285K | 0.06% | 242 |
|
|
2025
Q1 | $2.3M | Sell |
46,185
-134,706
| -74% | -$6.72M | 0.06% | 241 |
|
|
2024
Q4 | $8.76M | Buy |
180,891
+39,058
| +28% | +$1.89M | 0.21% | 83 |
|
|
2024
Q3 | $6.99M | Sell |
141,833
-32,181
| -18% | -$1.59M | 0.17% | 104 |
|
|
2024
Q2 | $8.45M | Sell |
174,014
-30,753
| -15% | -$1.49M | 0.22% | 83 |
|
|
2024
Q1 | $9.81M | Sell |
204,767
-29,423
| -13% | -$1.41M | 0.27% | 75 |
|
|
2023
Q4 | $11.1M | Sell |
234,190
-20,482
| -8% | -$973K | 0.32% | 66 |
|
|
2023
Q3 | $12M | Buy |
254,672
+248,086
| +3,767% | +$11.7M | 0.41% | 53 |
|
|
2023
Q2 | $312K | Sell |
6,586
-6,447
| -49% | -$306K | 0.02% | 441 |
|
|
2023
Q1 | $623K | Buy |
13,033
+2,360
| +22% | +$113K | 0.05% | 329 |
|
|
2022
Q4 | $499K | Sell |
10,673
-38,043
| -78% | -$1.78M | 0.04% | 357 |
|
|
2022
Q3 | $2.34M | Hold |
48,716
| – | – | 0.22% | 89 |
|
|
2022
Q2 | $2.44M | Buy |
48,716
+3,250
| +7% | +$163K | 0.22% | 92 |
|
|
2022
Q1 | $2.33M | Sell |
45,466
-14,532
| -24% | -$744K | 0.18% | 108 |
|
|
2021
Q4 | $3.08M | Buy |
+59,998
| New | +$3.08M | 0.23% | 82 |
|