CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,188
| Closed | -$484K | – | 96 |
|
|
2023
Q4 | $484K | Sell |
10,188
-157
| -2% | -$7.46K | 0.06% | 30 |
|
|
2023
Q3 | $489K | Sell |
10,345
-2,479
| -19% | -$117K | 0.06% | 39 |
|
|
2023
Q2 | $608K | Sell |
12,824
-32,694
| -72% | -$1.55M | 0.08% | 32 |
|
|
2023
Q1 | $2.18M | Sell |
45,518
-1,006,047
| -96% | -$48.1M | 0.27% | 23 |
|
|
2022
Q4 | $49.1M | Buy |
1,051,565
+41,363
| +4% | +$1.93M | 6.84% | 3 |
|
|
2022
Q3 | $48.6M | Buy |
+1,010,202
| New | +$48.6M | 7.02% | 4 |
|