Colton Groome Financial Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,630	Closed	-$220K	–	127
2023 Q4	$220K	Hold	4,630	–	–	0.1%	114
2023 Q3	$219K	Sell	4,630 -262	-5%	-$12.4K	0.11%	106
2023 Q2	$232K	Sell	4,892 -3,097	-39%	-$148K	0.11%	105
2023 Q1	$382K	Buy	7,989 +481	+6%	+$22.6K	0.18%	91
2022 Q4	$351K	Sell	7,508 -2,983	-28%	-$142K	0.17%	93
2022 Q3	$505K	Sell	10,491 -144	-1%	-$7.13K	0.26%	58
2022 Q2	$533K	Sell	10,635 -133	-1%	-$6.73K	0.27%	49
2022 Q1	$551K	Sell	10,768 -2,889	-21%	-$148K	0.25%	55
2021 Q4	$702K	Buy	13,657 +145	+1%	+$7.55K	0.29%	63
2021 Q3	$710K	Buy	13,512 +89	+0.7%	+$4.67K	0.31%	54
2021 Q2	$703K	Buy	13,423 +985	+8%	+$51.3K	0.32%	53
2021 Q1	$641K	Sell	12,438 -420	-3%	-$21.6K	0.36%	36
2020 Q4	$657K	Sell	12,858 -7,497	-37%	-$382K	0.42%	37
2020 Q3	$1.04M	Sell	20,355 -416	-2%	-$21.1K	0.73%	28
2020 Q2	$1.04M	Sell	20,771 -67	-0.3%	-$3.33K	0.76%	27
2020 Q1	$1.01M	Sell	20,838 -1,137	-5%	-$55.8K	0.84%	21
2019 Q4	$1.08M	Sell	21,975 -1,687	-7%	-$83.1K	0.78%	27
2019 Q3	$1.16M	Buy	23,662 +44	+0.2%	+$2.17K	0.86%	28
2019 Q2	$1.17M	Buy	+23,618	New	+$1.16M	0.93%	19