DWM
Dopkins 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 | $945K | Buy |
18,801
+4,298
| +30% | +$216K | 0.42% | 40 |
|
|
2025
Q1 | $724K | Buy |
14,503
+3,596
| +33% | +$179K | 0.37% | 45 |
|
|
2024
Q4 | $528K | Buy |
+10,907
| New | +$528K | 0.27% | 54 |
|
|
2024
Q3 | – | Sell |
-5,786
| Closed | -$281K | – | 87 |
|
|
2024
Q2 | $281K | Buy |
5,786
+593
| +11% | +$28.8K | 0.17% | 63 |
|
|
2024
Q1 | $249K | Buy |
+5,193
| New | +$249K | 0.15% | 64 |
|
|
2023
Q4 | – | Sell |
-5,208
| Closed | -$246K | – | 58 |
|
|
2023
Q3 | $246K | Buy |
+5,208
| New | +$246K | 0.19% | 48 |
|