BHWM
Beaird Harris 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
Q1 | $43M | Buy |
861,176
+18,160
| +2% | +$906K | 3.65% | 10 |
|
|
2024
Q4 | $40.8M | Buy |
843,016
+13,145
| +2% | +$636K | 3.52% | 10 |
|
|
2024
Q3 | $40.9M | Buy |
829,871
+26,192
| +3% | +$1.29M | 3.57% | 12 |
|
|
2024
Q2 | $39M | Buy |
803,679
+21,063
| +3% | +$1.02M | 3.67% | 9 |
|
|
2024
Q1 | $37.5M | Buy |
782,616
+43,874
| +6% | +$2.1M | 3.65% | 12 |
|
|
2023
Q4 | $35.1M | Buy |
738,742
+48,686
| +7% | +$2.31M | 3.68% | 12 |
|
|
2023
Q3 | $32.6M | Buy |
690,056
+12,187
| +2% | +$576K | 3.91% | 10 |
|
|
2023
Q2 | $32.1M | Sell |
677,869
-279,844
| -29% | -$13.3M | 3.85% | 11 |
|
|
2023
Q1 | $45.8M | Buy |
957,713
+28,009
| +3% | +$1.34M | 8.22% | 3 |
|
|
2022
Q4 | $43.4M | Sell |
929,704
-45,317
| -5% | -$2.12M | 8.12% | 3 |
|
|
2022
Q3 | $46.9M | Sell |
975,021
-43,662
| -4% | -$2.1M | 10.28% | 1 |
|
|
2022
Q2 | $51.1M | Sell |
1,018,683
-16,650
| -2% | -$834K | 14.07% | 1 |
|
|
2022
Q1 | $53M | Sell |
1,035,333
-41,786
| -4% | -$2.14M | 19.16% | 1 |
|
|
2021
Q4 | $55.4M | Buy |
+1,077,119
| New | +$55.4M | 20.23% | 1 |
|