CWM
Congress 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 | $44.8M | Buy |
891,034
+20,967
| +2% | +$1.05M | 0.43% | 45 |
|
|
2025
Q1 | $43.4M | Buy |
870,067
+14,849
| +2% | +$741K | 0.52% | 39 |
|
|
2024
Q4 | $41.4M | Buy |
855,218
+17,861
| +2% | +$865K | 0.57% | 37 |
|
|
2024
Q3 | $41.3M | Buy |
837,357
+833,045
| +19,319% | +$41.1M | 0.55% | 37 |
|
|
2024
Q2 | $209K | Buy |
+4,312
| New | +$209K | ﹤0.01% | 702 |
|
|
2022
Q4 | – | Sell |
-5,987
| Closed | -$288K | – | 586 |
|
|
2022
Q3 | $288K | Sell |
5,987
-77,088
| -93% | -$3.71M | 0.01% | 476 |
|
|
2022
Q2 | $4.16M | Buy |
83,075
+52,476
| +171% | +$2.63M | 0.11% | 203 |
|
|
2022
Q1 | $1.57M | Buy |
30,599
+15,080
| +97% | +$772K | 0.03% | 310 |
|
|
2021
Q4 | $798K | Buy |
+15,519
| New | +$798K | 0.02% | 399 |
|