CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-541
| Closed | -$27K | – | 683 |
|
|
2022
Q2 | $27K | Hold |
541
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $27K | Hold |
541
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $27K | Buy |
+541
| New | +$27K | ﹤0.01% | 224 |
|
|
2021
Q1 | – | Sell |
-541
| Closed | -$27K | – | 481 |
|
|
2020
Q4 | $27K | Buy |
+541
| New | +$27K | 0.02% | 192 |
|