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CapWealth 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
2018
Q4
Sell
-231,802
Closed -$11.2M 113
2018
Q3
$11.2M Sell
231,802
-39,510
-15% -$1.91M 1.84% 18
2018
Q2
$13.3M Buy
271,312
+20,227
+8% +$988K 2.37% 15
2018
Q1
$12.3M Buy
+251,085
New +$12.3M 2.37% 16