BWA
Burt Wealth Advisors’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 |
-365
| Closed | -$19K | – | 362 |
|
|
2020
Q4 | $19K | Hold |
365
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $19K | Hold |
365
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $18K | Hold |
365
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $18K | Hold |
365
| – | – | 0.01% | 235 |
|
|
2019
Q4 | $18K | Hold |
365
| – | – | 0.01% | 254 |
|
|
2019
Q3 | $18K | Hold |
365
| – | – | 0.01% | 251 |
|
|
2019
Q2 | $18K | Hold |
365
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $18K | Hold |
365
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $17K | Hold |
365
| – | – | 0.01% | 250 |
|
|
2018
Q3 | $18K | Sell |
365
-195
| -35% | -$9.62K | 0.01% | 264 |
|
|
2018
Q2 | $27K | Hold |
560
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $27K | Hold |
560
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $27K | Hold |
560
| – | – | 0.02% | 229 |
|
|
2017
Q3 | $28K | Hold |
560
| – | – | 0.02% | 216 |
|
|
2017
Q2 | $27K | Hold |
560
| – | – | 0.02% | 238 |
|
|
2017
Q1 | $28K | Hold |
560
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $27K | Hold |
560
| – | – | 0.02% | 212 |
|
|
2016
Q3 | $27K | Hold |
560
| – | – | 0.03% | 200 |
|
|
2016
Q2 | $27K | Hold |
560
| – | – | 0.03% | 193 |
|
|
2016
Q1 | $28K | Hold |
560
| – | – | 0.03% | 214 |
|
|
2015
Q4 | $27K | Hold |
560
| – | – | 0.02% | 181 |
|
|
2015
Q3 | $27K | Hold |
560
| – | – | 0.03% | 163 |
|
|
2015
Q2 | $27K | Hold |
560
| – | – | 0.03% | 181 |
|
|
2015
Q1 | $27K | Hold |
560
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $27K | Buy |
+560
| New | +$27K | 0.03% | 171 |
|