DWP
Destiny Wealth Partners’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 | $5.51M | Buy |
109,599
+64,371
| +142% | +$3.24M | 0.74% | 50 |
|
|
2025
Q1 | $2.26M | Sell |
45,228
-336
| -0.7% | -$16.8K | 0.36% | 65 |
|
|
2024
Q4 | $2.21M | Buy |
45,564
+580
| +1% | +$28.1K | 0.36% | 65 |
|
|
2024
Q3 | $2.22M | Sell |
44,984
-267
| -0.6% | -$13.2K | 0.39% | 62 |
|
|
2024
Q2 | $2.2M | Sell |
45,251
-104,152
| -70% | -$5.06M | 0.39% | 60 |
|
|
2024
Q1 | $7.15M | Sell |
149,403
-15,014
| -9% | -$719K | 1.28% | 32 |
|
|
2023
Q4 | $7.8M | Buy |
164,417
+2,177
| +1% | +$103K | 1.46% | 29 |
|
|
2023
Q3 | $7.67M | Buy |
162,240
+5,018
| +3% | +$237K | 1.55% | 25 |
|
|
2023
Q2 | $7.42M | Sell |
157,222
-2,623
| -2% | -$124K | 1.42% | 25 |
|
|
2023
Q1 | $7.64M | Buy |
159,845
+13,904
| +10% | +$665K | 1.58% | 20 |
|
|
2022
Q4 | $6.82M | Buy |
+145,941
| New | +$6.82M | 1.48% | 23 |
|