BSWM
Boston Standard 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 | $2.59M | Sell |
51,415
-2,669
| -5% | -$134K | 0.47% | 20 |
|
|
2025
Q1 | $2.63M | Sell |
54,084
-14
| -0% | -$679 | 0.58% | 17 |
|
|
2024
Q4 | $2.62M | Buy |
54,098
+1,640
| +3% | +$79.4K | 0.51% | 18 |
|
|
2024
Q3 | $2.59M | Sell |
52,458
-1,626
| -3% | -$80.2K | 0.5% | 18 |
|
|
2024
Q2 | $2.63M | Sell |
54,084
-3,861
| -7% | -$187K | 0.58% | 17 |
|
|
2024
Q1 | $2.78M | Sell |
57,945
-19,078
| -25% | -$914K | 0.63% | 15 |
|
|
2023
Q4 | $3.64M | Hold |
77,023
| – | – | 0.96% | 17 |
|
|
2023
Q3 | $3.64M | Sell |
77,023
-15,930
| -17% | -$753K | 0.96% | 17 |
|
|
2023
Q2 | $4.41M | Sell |
92,953
-24,339
| -21% | -$1.15M | 1.13% | 16 |
|
|
2023
Q1 | $5.61M | Sell |
117,292
-4,589
| -4% | -$219K | 1.61% | 12 |
|
|
2022
Q4 | $5.69M | Buy |
121,881
+8,484
| +7% | +$396K | 1.69% | 12 |
|
|
2022
Q3 | $5.46M | Sell |
113,397
-5,225
| -4% | -$251K | 1.83% | 12 |
|
|
2022
Q2 | $5.91M | Buy |
118,622
+10,853
| +10% | +$541K | 1.9% | 12 |
|
|
2022
Q1 | $5.52M | Buy |
107,769
+50,766
| +89% | +$2.6M | 1.58% | 14 |
|
|
2021
Q4 | $2.93M | Buy |
57,003
+33,743
| +145% | +$1.73M | 0.82% | 17 |
|
|
2021
Q3 | $1.22M | Buy |
+23,260
| New | +$1.22M | 0.37% | 20 |
|