BWG
Beta Wealth Group’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
Q1 | – | Sell |
-30,390
| Closed | -$1.42M | – | 114 |
|
|
2022
Q4 | $1.42M | Sell |
30,390
-8,870
| -23% | -$414K | 0.95% | 31 |
|
|
2022
Q3 | $1.89M | Sell |
39,260
-1,177
| -3% | -$56.6K | 1.36% | 28 |
|
|
2022
Q2 | $2.03M | Buy |
40,437
+16,279
| +67% | +$816K | 1.36% | 28 |
|
|
2022
Q1 | $1.24M | Sell |
24,158
-93
| -0.4% | -$4.76K | 0.83% | 32 |
|
|
2021
Q4 | $1.28M | Hold |
24,251
| – | – | 0.92% | 32 |
|
|
2021
Q3 | $1.28M | Sell |
24,251
-3,371
| -12% | -$177K | 0.92% | 32 |
|
|
2021
Q2 | $1.45M | Buy |
27,622
+1,156
| +4% | +$60.6K | 1.01% | 31 |
|
|
2021
Q1 | $1.36M | Buy |
+26,466
| New | +$1.36M | 0.99% | 31 |
|