Capstone Wealth Management (Alabama)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
15,060
+1,863
+14% +$93.7K 0.66% 21
2025
Q1
$659K Buy
13,197
+471
+4% +$23.5K 0.66% 20
2024
Q4
$616K Buy
+12,726
New +$616K 0.6% 22