BWM
Benchmark 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 |
-5,409
| Closed | -$256K | – | 49 |
|
|
2023
Q2 | $256K | Hold |
5,409
| – | – | 0.15% | 44 |
|
|
2023
Q1 | $258K | Hold |
5,409
| – | – | 0.16% | 43 |
|
|
2022
Q4 | $253K | Sell |
5,409
-743
| -12% | -$34.7K | 0.18% | 45 |
|
|
2022
Q3 | $296K | Hold |
6,152
| – | – | 0.23% | 36 |
|
|
2022
Q2 | $308K | Sell |
6,152
-5,017
| -45% | -$251K | 0.23% | 36 |
|
|
2022
Q1 | $572K | Sell |
11,169
-2,843
| -20% | -$146K | 0.38% | 24 |
|
|
2021
Q4 | $720K | Buy |
14,012
+3,029
| +28% | +$156K | 0.47% | 20 |
|
|
2021
Q3 | $577K | Sell |
10,983
-425
| -4% | -$22.3K | 0.41% | 20 |
|
|
2021
Q2 | $598K | Buy |
11,408
+926
| +9% | +$48.5K | 0.41% | 21 |
|
|
2021
Q1 | $540K | Sell |
10,482
-33
| -0.3% | -$1.7K | 0.4% | 20 |
|
|
2020
Q4 | $537K | Sell |
10,515
-104
| -1% | -$5.31K | 0.41% | 20 |
|
|
2020
Q3 | $542K | Sell |
10,619
-382
| -3% | -$19.5K | 0.43% | 21 |
|
|
2020
Q2 | $552K | Buy |
11,001
+145
| +1% | +$7.28K | 0.47% | 20 |
|
|
2020
Q1 | $529K | Hold |
10,856
| – | – | 0.53% | 18 |
|
|
2019
Q4 | $535K | Buy |
+10,856
| New | +$535K | 0.46% | 24 |
|