DWM
Dogwood 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 | $252K | Buy |
5,054
+32
| +0.6% | +$1.6K | 0.12% | 91 |
|
|
2025
Q1 | $251K | Hold |
5,022
| – | – | 0.13% | 86 |
|
|
2024
Q4 | $243K | Buy |
5,022
+51
| +1% | +$2.47K | 0.13% | 84 |
|
|
2024
Q3 | $245K | Buy |
4,971
+18
| +0.4% | +$888 | 0.14% | 85 |
|
|
2024
Q2 | $240K | Buy |
4,953
+1
| +0% | +$49 | 0.15% | 69 |
|
|
2024
Q1 | $237K | Buy |
4,952
+66
| +1% | +$3.16K | 0.16% | 72 |
|
|
2023
Q4 | $232K | Buy |
+4,886
| New | +$232K | 0.18% | 73 |
|