BWP
BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,829
| Closed | -$809K | – | 229 |
|
|
2020
Q4 | $809K | Hold |
15,829
| – | – | 0.25% | 49 |
|
|
2020
Q3 | $808K | Hold |
15,829
| – | – | 0.3% | 39 |
|
|
2020
Q2 | $794K | Sell |
15,829
-21
| -0.1% | -$1.05K | 0.27% | 42 |
|
|
2020
Q1 | $772K | Sell |
15,850
-1,411
| -8% | -$68.7K | 0.32% | 40 |
|
|
2019
Q4 | $851K | Hold |
17,261
| – | – | 0.29% | 37 |
|
|
2019
Q3 | $847K | Buy |
17,261
+445
| +3% | +$21.8K | 0.33% | 34 |
|
|
2019
Q2 | $829K | Hold |
16,816
| – | – | 0.31% | 38 |
|
|
2019
Q1 | $819K | Buy |
16,816
+4,216
| +33% | +$205K | 0.32% | 36 |
|
|
2018
Q4 | $604K | Buy |
+12,600
| New | +$604K | 0.23% | 47 |
|