DWM
Diversify 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
51,478
-16,422
| -24% | -$825K | 0.16% | 156 |
|
|
2025
Q1 | $3.4M | Sell |
67,900
-15,785
| -19% | -$791K | 0.25% | 118 |
|
|
2024
Q4 | $4.05M | Sell |
83,685
-6,017
| -7% | -$292K | 0.32% | 85 |
|
|
2024
Q3 | $4.38M | Sell |
89,702
-6,823
| -7% | -$333K | 0.42% | 56 |
|
|
2024
Q2 | $4.7M | Buy |
+96,525
| New | +$4.7M | 0.58% | 37 |
|