CFP
Cascade Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $262K | Hold |
5,211
| – | – | 0.03% | 221 |
|
2025
Q1 | $260K | Hold |
5,211
| – | – | 0.03% | 210 |
|
2024
Q4 | $252K | Hold |
5,211
| – | – | 0.03% | 214 |
|
2024
Q3 | $255K | Hold |
5,211
| – | – | 0.03% | 206 |
|
2024
Q2 | $253K | Sell |
5,211
-62
| -1% | -$3.01K | 0.03% | 195 |
|
2024
Q1 | $252K | Buy |
+5,273
| New | +$252K | 0.04% | 194 |
|