BWM
Brickley 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 | $19.3M | Sell |
383,581
-1,276
| -0.3% | -$64.1K | 3.77% | 9 |
|
2025
Q1 | $19.2M | Buy |
384,857
+4,847
| +1% | +$242K | 3.98% | 9 |
|
2024
Q4 | $18.4M | Buy |
380,010
+5,269
| +1% | +$255K | 3.74% | 9 |
|
2024
Q3 | $18.5M | Buy |
374,741
+2,571
| +0.7% | +$127K | 3.77% | 9 |
|
2024
Q2 | $18.1M | Buy |
372,170
+3,784
| +1% | +$184K | 3.96% | 9 |
|
2024
Q1 | $17.6M | Buy |
368,386
+4,826
| +1% | +$231K | 4.05% | 9 |
|
2023
Q4 | $17.3M | Buy |
363,560
+8,153
| +2% | +$387K | 4.17% | 9 |
|
2023
Q3 | $16.8M | Sell |
355,407
-1,883
| -0.5% | -$89K | 4.48% | 9 |
|
2023
Q2 | $16.9M | Buy |
357,290
+25
| +0% | +$1.19K | 4.28% | 9 |
|
2023
Q1 | $17.1M | Buy |
357,265
+42,431
| +13% | +$2.03M | 4.68% | 8 |
|
2022
Q4 | $14.7M | Sell |
314,834
-13,174
| -4% | -$615K | 4.37% | 9 |
|
2022
Q3 | $15.8M | Buy |
328,008
+7,947
| +2% | +$382K | 5.18% | 7 |
|
2022
Q2 | $16M | Sell |
320,061
-12,984
| -4% | -$651K | 4.96% | 7 |
|
2022
Q1 | $17.1M | Buy |
+333,045
| New | +$17.1M | 4.55% | 8 |
|