CTWM
Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
162,744
+4,303
| +3% | +$216K | 1.9% | 16 |
|
|
2025
Q1 | $7.91M | Buy |
158,441
+2,782
| +2% | +$139K | 1.91% | 16 |
|
|
2024
Q4 | $7.54M | Sell |
155,659
-8,685
| -5% | -$421K | 1.87% | 15 |
|
|
2024
Q3 | $8.1M | Sell |
164,344
-9,825
| -6% | -$484K | 1.92% | 16 |
|
|
2024
Q2 | $8.45M | Sell |
174,169
-1,427
| -0.8% | -$69.3K | 2.12% | 15 |
|
|
2024
Q1 | $8.41M | Sell |
175,596
-3,199
| -2% | -$153K | 2.11% | 15 |
|
|
2023
Q4 | $8.49M | Sell |
178,795
-12,786
| -7% | -$607K | 2.27% | 13 |
|
|
2023
Q3 | $9.06M | Sell |
191,581
-33,084
| -15% | -$1.56M | 2.65% | 12 |
|
|
2023
Q2 | $10.7M | Buy |
+224,665
| New | +$10.7M | 3.1% | 8 |
|