Congress Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Congress Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.8M	Buy
2025 Q1	$43.4M	Buy
2024 Q4	$41.4M	Buy
2024 Q3	$41.3M	Buy
2024 Q2	$209K	Buy
2022 Q4	–	Sell
2022 Q3	$288K	Sell
2022 Q2	$4.16M	Buy
2022 Q1	$1.57M	Buy
2021 Q4	$798K	Buy