CWA
Clarus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,914
| Closed | -$400K | – | 119 |
|
|
2022
Q1 | $400K | Buy |
7,914
+558
| +8% | +$28.2K | 0.25% | 73 |
|
|
2021
Q4 | $376K | Sell |
7,356
-3,303
| -31% | -$169K | 0.22% | 71 |
|
|
2021
Q3 | $553K | Sell |
10,659
-40
| -0.4% | -$2.08K | 0.34% | 46 |
|
|
2021
Q2 | $557K | Buy |
10,699
+1,521
| +17% | +$79.2K | 0.35% | 48 |
|
|
2021
Q1 | $474K | Buy |
9,178
+4,247
| +86% | +$219K | 0.3% | 62 |
|
|
2020
Q4 | $252K | Sell |
4,931
-8
| -0.2% | -$409 | 0.17% | 109 |
|
|
2020
Q3 | $251K | Sell |
4,939
-546
| -10% | -$27.7K | 0.19% | 103 |
|
|
2020
Q2 | $276K | Sell |
5,485
-2,408
| -31% | -$121K | 0.23% | 92 |
|
|
2020
Q1 | $390K | Sell |
7,893
-1,373
| -15% | -$67.8K | 0.39% | 75 |
|
|
2019
Q4 | $457K | Sell |
9,266
-929
| -9% | -$45.8K | 0.3% | 89 |
|
|
2019
Q3 | $500K | Buy |
10,195
+258
| +3% | +$12.7K | 0.37% | 63 |
|
|
2019
Q2 | $490K | Buy |
9,937
+4,807
| +94% | +$237K | 0.35% | 46 |
|
|
2019
Q1 | $250K | Sell |
5,130
-1,115
| -18% | -$54.3K | 0.19% | 75 |
|
|
2018
Q4 | $299K | Sell |
6,245
-800
| -11% | -$38.3K | 0.47% | 41 |
|
|
2018
Q3 | $341K | Sell |
7,045
-185
| -3% | -$8.96K | 0.22% | 51 |
|
|
2018
Q2 | $354K | Hold |
7,230
| – | – | 0.27% | 42 |
|
|
2018
Q1 | $354K | Buy |
7,230
+900
| +14% | +$44.1K | 0.33% | 42 |
|
|
2017
Q4 | $309K | Buy |
+6,330
| New | +$309K | 0.3% | 54 |
|