DWS
Discipline Wealth Solutions’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 | $291K | Buy |
+5,789
| New | +$291K | 0.11% | 80 |
|
|
2024
Q3 | – | Sell |
-4,202
| Closed | -$204K | – | 70 |
|
|
2024
Q2 | $204K | Sell |
4,202
-83
| -2% | -$4.03K | 0.16% | 28 |
|
|
2024
Q1 | $205K | Sell |
4,285
-7,343
| -63% | -$351K | 0.19% | 20 |
|
|
2023
Q4 | $552K | Buy |
+11,628
| New | +$552K | 0.55% | 19 |
|