CWC
Carolinas Wealth Consulting’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 1107 |
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 946 |
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
2022
Q1 | $0 | Sell |
1
-57,329
| -100% | – | ﹤0.01% | 1020 |
|
2021
Q4 | $2.95M | Buy |
57,330
+7,108
| +14% | +$365K | 0.64% | 33 |
|
2021
Q3 | $2.64M | Sell |
50,222
-1,307
| -3% | -$68.7K | 0.62% | 34 |
|
2021
Q2 | $2.7M | Buy |
51,529
+19,392
| +60% | +$1.02M | 0.59% | 35 |
|
2021
Q1 | $1.66M | Buy |
+32,137
| New | +$1.66M | 0.4% | 38 |
|