CW
Connectus Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $101K | Buy |
+131,593
| New | +$101K | ﹤0.01% | 363 |
|
|
2023
Q4 | – | Sell |
-24,169
| Closed | -$11.4K | – | 544 |
|
|
2023
Q3 | $11.4K | Buy |
24,169
+455
| +2% | +$215 | ﹤0.01% | 480 |
|
|
2023
Q2 | $11.2K | Sell |
23,714
-8,146
| -26% | -$3.86K | ﹤0.01% | 445 |
|
|
2023
Q1 | $15.2K | Sell |
31,860
-4,884
| -13% | -$2.34K | ﹤0.01% | 430 |
|
|
2022
Q4 | $17.2M | Buy |
36,744
+225
| +0.6% | +$105K | 0.41% | 71 |
|
|
2022
Q3 | $17.6M | Sell |
36,519
-329,478
| -90% | -$159M | 0.37% | 79 |
|
|
2022
Q2 | $18.3M | Buy |
+365,997
| New | +$18.3M | 0.42% | 75 |
|